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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $927,798 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $589,860 |
FRANKLIN TEMPLETON7+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $548,759 |
COMPUSYS OF UTAH, INC.2 years Filed as: COMPUSYS OF UTAH, INC Service code 13 · EIN 84-0869853 | Contract Administrator | $390,465 |
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 13-5160382 | Securities Custodian | $290,061 |
Service code 28 · EIN 04-2956583 | Investment Management | $221,901 |
Service code 28 · EIN 20-0292745 | Investment Management | $209,732 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $197,259 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $169,514 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $144,443 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.33% | 19.37%-5.0pp | 11.08%+3.3pp | 15.63%-1.3pp |
| Employer contribution / active EE | $11,710 | $13,107-10.7% | $28,418-58.8% | $11,476+2.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |