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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $359,517 |
COMPUSYS OF UTAH, INC.1+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $164,184 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-6257033 | Investment Management | $93,058 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-1592157 | Bank Trustee | $62,958 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $51,700 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $46,020 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $34,048 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $25,566 |
MCGRATH NORTH1+ years Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 · EIN 47-0551221 | Legal | $25,271 |
IRON MOUNTAIN1+ years Service code 64 · EIN 23-2588479 | Recordkeeping Fees | $9,006 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.81% | -0.09%+0.9pp | -0.81%+1.6pp | 1.67%-0.9pp |
| Employer contribution / active EE | $7,554 | $11,440-34.0% | $38,425-80.3% | $10,506-28.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |