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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $216,272 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $159,686 |
ULLICO2 years Service code 28 · EIN 90-0622302 | Investment Management | $109,441 |
RVK, INC.8+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $88,201 |
ASB CAPITAL MANAGEMENT6 years Service code 28 · EIN 52-6257033 | Investment Management | $79,103 |
Service code 29 · EIN 91-1917286 | Legal | $58,783 |
HARRISON STREET1 year Service code 28 · EIN 81-3056607 | Investment Management | $37,149 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 19 · EIN 94-6052285 | Securities Custodian | $24,979 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0476749 | Accounting | $23,735 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 49 5 TRIAD CENTER, SUITE 600 · SALT LAKE CITY, UT 84180 | Other Services | $22,715 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -1.57% | 7.95%-9.5pp | 20.18%-21.8pp | 9.11%-10.7pp |
| Employer contribution / active EE | $11,410 | $14,684-22.3% | $29,108-60.8% | $12,231-6.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |