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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $355,964 |
COMPUSYS OF UTAH, INC.2+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $169,924 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 | Accounting | $79,920 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-6257033 | Investment Management | $75,237 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-1592157 | Bank Trustee | $62,148 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $56,600 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 | Investment Management | $45,682 |
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231 | Legal | $44,739 |
IRON MOUNTAIN2+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $5,285 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.07% | 6.13%+1.9pp | 4.74%+3.3pp | 9.19%-1.1pp |
| Employer contribution / active EE | $8,337 | $10,206-18.3% | $36,089-76.9% | $12,608-33.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |