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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-6098247 | Legal | $80,238 |
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $72,648 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $60,660 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $46,637 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 16 · EIN 36-3485298 | Consulting | $45,333 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $43,117 |
Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $35,821 |
NOVAK BIRKS, P.C.1 year Filed as: NOVAK BIRKS Service code 10 · EIN 43-1122456 | Accounting | $23,870 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $21,589 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $17,225 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.14% | 10.27%-5.1pp | 10.56%-5.4pp | 53.27%-48.1pp |
| Employer contribution / active EE | $7,617 | $12,273-37.9% | $30,197-74.8% | $14,774-48.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |