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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $354,396 |
COMPUSYS OF UTAH, INC.3+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $174,024 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-6257033 | Investment Management | $103,734 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 | Accounting | $69,090 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $59,900 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 | Legal | $42,594 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 41-1592157 | Advisory (Plan) | $20,666 |
MCGRATH NORTH3+ years Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 · EIN 47-0551221 | Legal | $16,435 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $7,984 |
IRON MOUNTAIN3+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $5,381 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.17% | 12.92%-1.7pp | 10.36%+0.8pp | 17.84%-6.7pp |
| Employer contribution / active EE | $8,791 | $14,070-37.5% | $37,738-76.7% | $14,688-40.2% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |