| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANDS CAPITAL Service code 27 1000 WILSON BOULEVARD, SUITE 3000 · ARLINGTON, VA 22209 | Advisory (Plan) | $1,573,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,548,000 |
TOWNSQUARE CAPITAL LLC2 years Service code 26 5314 RIVER RUN DR · PROVO, UT 84604 | Advisory (Participants) | $468,000 |
INVESCO4 years Service code 27 22069 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $339,000 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $83,000 |
Service code 26 620 S MAIN ST · BOUNTIFUL, UT 84010 | Advisory (Participants) | $64,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 PO BOX 75986 · CHICAGO, IL 60675 | Bank Trustee | $63,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $51,000 |
Service code 26 3883 TELEGRAPH RD · BLOOMFIELD TWP, MI 48302 | Advisory (Participants) | $38,000 |
STOEL RIVES LLP6+ years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $35,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,283 | $66,513+19.2% | $178,510-55.6% | $106,273-25.4% |
| Participation rate | 81.5% | 73.8%+7.7pp | 81.9%-0.5pp | 70.8%+10.7pp |
| Annual return | 22.15% | 21.81%+0.3pp | 151.13%-129.0pp | 21.70%+0.5pp |
| Employer contribution / active EE | $1,073 | $1,776-39.6% | $5,011-78.6% | $2,722-60.6% |
| Participant deferral / active EE | $4,099 | $3,679+11.4% | $5,202-21.2% | $4,601-10.9% |
| Admin fee / account holder | $96 | $53+79.4% | $13,988-99.3% | $78+22.4% |