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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $204,133 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $82,037 |
BRANSTETTER, STRANCH & JENNINGS1+ years Service code 29 · EIN 62-0513048 | Legal | $69,980 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $69,756 |
COMPUSYS OF UTAH, INC.1+ years Filed as: COMPUSYS Service code 14 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Plan Administrator | $60,000 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $50,589 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $48,084 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $34,822 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $34,423 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $23,366 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,964 | $55,516-64.0% | $75,782-73.7% | $59,188-66.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 3.90% | -1.89%+5.8pp | 9.68%-5.8pp | 5.51%-1.6pp |
| Employer contribution / active EE | $960 | $2,604-63.1% | $3,323-71.1% | $2,098-54.3% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $183 | $110+66.0% | $5,300-96.6% | $92+98.0% |