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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $219,777 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $75,057 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $72,484 |
COMPUSYS OF UTAH, INC.2+ years Filed as: COMPUSYS Service code 14 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Plan Administrator | $62,100 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $41,555 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $40,396 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $36,597 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $33,355 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $33,282 |
BRANSTETTER, STRANCH & JENNINGS2+ years Service code 29 · EIN 62-0513048 | Legal | $24,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,024 | $54,392-65.0% | $84,753-77.6% | $63,975-70.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 1.62% | 611.38%-609.8pp | 22.78%-21.2pp | 48.65%-47.0pp |
| Employer contribution / active EE | $946 | $2,943-67.8% | $3,574-73.5% | $2,182-56.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $666 | $136+390.4% | $5,333-87.5% | $70+845.8% |