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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.1+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $258,132 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 54-1578408 1101 WILSON BLVD, 2300 · ARLINGTON, VA 22209 | Investment Management | $133,485 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $117,388 |
Filed as: GRYPHON INTERNATIONAL INV. CORP. Service code 27 · EIN 98-0444411 | Advisory (Plan) | $115,209 |
COHO PARTNERS, LTD.1+ years Filed as: COHO PARTNERS, LTD Service code 28 801 CASSATT RD, STE 100 · BERWYN, PA 19312 | Investment Management | $113,428 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $102,634 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $95,893 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $85,556 |
Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $59,032 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $52,756 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.06% | 5.13%-4.1pp | 4.74%-3.7pp | 7.18%-6.1pp |
| Employer contribution / active EE | $10,887 | $14,689-25.9% | $36,089-69.8% | $13,095-16.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |