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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.8 years Filed as: COMPUSYS OF UTAH INC. Service code 13 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Contract Administrator | $38,591 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Advisory (Plan) | $32,299 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $28,592 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Management | $23,008 |
Filed as: QUINN,CONNER,WEAVER,DAVIES & ROUCO Service code 29 · EIN 58-1368590 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $21,523 |
STEVEN D EISENBERG CPA PA9+ years Filed as: STEVEN D EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $12,854 |
US BANK9+ years Service code 19 · EIN 31-0841368 225 WATER STREET 5TH FLOOR · JACKSONVILLE, FL 32202 | Securities Custodian | $8,780 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL, BRYANT , & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $8,445 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,092 | $122,596-91.8% | $184,260-94.5% | $199,960-95.0% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 9.89% | 144.14%-134.3pp | 28.84%-19.0pp | 34.28%-24.4pp |
| Employer contribution / active EE | $863 | $4,570-81.1% | $6,427-86.6% | $3,036-71.6% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,087-100.0% |
| Admin fee / account holder | $66 | $120-45.4% | $13,898-99.5% | $269-75.6% |