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| Provider | Service type | Compensation |
|---|---|---|
PMG ADVISORS1 year Filed as: STONERIDGE PMG ADVISORS, LLC Service code 28 · EIN 23-2837989 | Investment Management | $930,344 |
FRANKLIN TEMPLETON9+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $601,211 |
Filed as: J.P MORGAN INVESTMENT MANAGEMENT IN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $544,590 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $296,043 |
THE BANK OF NEW YORK MELLON7 years Service code 19 · EIN 13-5160382 | Securities Custodian | $286,777 |
COMPUSYS OF UTAH, INC.9+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $278,614 |
Service code 28 · EIN 20-0292745 | Investment Management | $221,324 |
Service code 28 · EIN 04-2956583 | Investment Management | $192,548 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 16 · EIN 36-3109431 | Consulting | $171,625 |
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $154,571 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.86% | 7.95%+3.9pp | 20.18%-8.3pp | 9.11%+2.7pp |
| Employer contribution / active EE | $12,064 | $14,684-17.8% | $29,108-58.6% | $12,231-1.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |