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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $900,344 |
FRANKLIN TEMPLETON4+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $379,273 |
COMPUSYS OF UTAH, INC.4+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $355,596 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $345,529 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $286,600 |
Service code 28 · EIN 20-0292745 | Investment Management | $197,823 |
Service code 28 · EIN 04-2956583 | Investment Management | $196,728 |
PATHWAY MANAGEMENT4+ years Service code 49 · EIN 48-1252823 | Other Services | $153,086 |
Filed as: JONES LANG LASALLE Service code 49 200 EAST RANDOLPH DRIVE · CHICAGO, IL 60601 | Other Services | $152,880 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $133,606 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -6.69% | 2.02%-8.7pp | -752.26%+745.6pp | 33.37%-40.1pp |
| Employer contribution / active EE | $10,355 | $12,422-16.6% | $31,802-67.4% | $11,253-8.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |