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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.2+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $234,914 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 54-1578408 1101 WILSON BLVD 2300 · ARLINGTON, VA 22209 | Investment Management | $117,246 |
Filed as: GRYPHON INTERNATIONAL INV. CORP. Service code 27 · EIN 98-0444411 | Advisory (Plan) | $116,114 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 52 · EIN 22-3367558 300 FRANK W BURR BLVD 7T · TEANECK, NJ 07666 | Indirect Investment Fees | $111,684 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $110,506 |
COHO PARTNERS, LTD.2+ years Filed as: COHO PARTNERS, LTD Service code 28 801 CASSATT RD STE 100 · BERWYN, PA 19312 | Investment Management | $97,465 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $87,511 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $80,977 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $79,870 |
ROBISON, HILL & COMPANY2+ years Service code 10 · EIN 87-0328572 1366 MURRAY-HOLLADAY ROAD · SALT LAKE CITY, UT 84117 | Accounting | $75,252 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 8.81% | 13.03%-4.2pp | 10.36%-1.5pp | 23.90%-15.1pp |
| Employer contribution / active EE | $11,622 | $15,779-26.3% | $37,738-69.2% | $16,539-29.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |