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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $1,000,669 |
FRANKLIN TEMPLETON8+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $658,637 |
Filed as: J.P MORGAN INVESTMENT MANAGEMENT IN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $363,516 |
COMPUSYS OF UTAH, INC.8+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $353,211 |
KESSINGER/HUNTER & CO1 year Service code 28 · EIN 43-1800469 | Investment Management | $288,771 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $272,542 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $224,021 |
Service code 28 · EIN 20-0292745 | Investment Management | $209,542 |
Service code 28 · EIN 04-2956583 | Investment Management | $188,851 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $173,659 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.95% | -7.95%-3.0pp | -5.85%-5.1pp | 23.41%-34.4pp |
| Employer contribution / active EE | $11,829 | $13,972-15.3% | $31,839-62.8% | $12,650-6.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |