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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $917,891 |
FRANKLIN TEMPLETON5+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $516,390 |
COMPUSYS OF UTAH, INC.5+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $356,138 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $270,016 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $263,413 |
Service code 28 · EIN 04-2956583 | Investment Management | $192,002 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $183,329 |
Service code 28 · EIN 20-0292745 | Investment Management | $179,911 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $150,365 |
PATHWAY MANAGEMENT5+ years Service code 49 · EIN 48-1252823 | Other Services | $136,715 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 17.30% | 12.20%+5.1pp | 10.56%+6.7pp | 21.83%-4.5pp |
| Employer contribution / active EE | $10,999 | $12,801-14.1% | $30,199-63.6% | $12,237-10.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |