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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $216,996 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $87,744 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $86,008 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $79,036 |
COMPUSYS OF UTAH, INC.3+ years Filed as: COMPUSYS Service code 14 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Plan Administrator | $63,600 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $49,764 |
BLACKROCK2 years Filed as: BLACKROCK INST. TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $48,815 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $46,923 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $40,643 |
BRANSTETTER, STRANCH & JENNINGS3+ years Service code 29 · EIN 62-0513048 | Legal | $26,440 |
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 | $24,863 | $221,442-88.8% | $92,239-73.0% | $77,958-68.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 14.07% | 15.65%-1.6pp | 176.29%-162.2pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,339 | $3,226-58.5% | $3,680-63.6% | $2,310-42.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $211 | $210+0.8% | $5,194-95.9% | $97+117.1% |