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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $127,664 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $115,526 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $98,118 |
COMPUSYS OF UTAH, INC.10+ years Filed as: COMPUSYS Service code 15 · EIN 84-0869853 | Recordkeeping | $91,813 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $84,118 |
RICHMOND CAPITAL MANAGEMENT10+ years Filed as: RICHMOND CAPITAL Service code 28 · EIN 54-1288566 | Investment Management | $83,362 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $77,680 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $66,410 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $62,100 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS, INC Service code 28 · EIN 39-1512278 | Investment Management | $52,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,950 | $86,936-65.5% | $102,412-70.8% | $99,314-69.8% |
| Participation rate | 99.1% | 81.7%+17.4pp | 74.5%+24.6pp | 71.7%+27.4pp |
| Annual return | 8.57% | 14.99%-6.4pp | 24.94%-16.4pp | 17.67%-9.1pp |
| Employer contribution / active EE | $2,347 | $3,925-40.2% | $3,870-39.4% | $3,264-28.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $206 | $140+46.9% | $8,388-97.5% | $109+88.7% |