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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS Service code 10 · EIN 84-0869853 | Accounting | $217,275 |
Service code 29 · EIN 43-1174269 | Legal | $159,258 |
D. F. DENT & COMPANY, INC.9+ years Filed as: DF DENT AND COMPANY Service code 28 400 E PRATT ST 720 · BALTIMORE, MD 21202 | Investment Management | $154,037 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $101,329 |
Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 30 S WACKER DR UNIT 2800 · CHICAGO, IL 60606 | Investment Management | $85,421 |
MARQUETTE ASSOCIATES9+ years Service code 16 · EIN 36-3485298 | Consulting | $75,000 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $66,688 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE GROUP LIMITED Service code 28 | Investment Management | $42,780 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $29,983 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $29,917 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.84% | 11.08%-0.2pp | 8.10%+2.7pp | 8.76%+2.1pp |
| Employer contribution / active EE | $6,355 | $13,910-54.3% | $28,649-77.8% | $16,664-61.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |