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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.3+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $230,866 |
Filed as: GRYPHON INTERNATIONAL INV. CORP. Service code 27 · EIN 98-0444411 | Advisory (Plan) | $133,149 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $127,931 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ 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 | $119,900 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 54-1578408 1101 WILSON BLVD 2300 · ARLINGTON, VA 22209 | Investment Management | $105,326 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $94,677 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $89,034 |
COHO PARTNERS, LTD.3+ years Filed as: COHO PARTNERS, LTD Service code 28 801 CASSATT RD STE 100 · BERWYN, PA 19312 | Investment Management | $89,010 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $74,600 |
Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $72,860 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 4.82% | -1.12%+5.9pp | -2.18%+7.0pp | 0.19%+4.6pp |
| Employer contribution / active EE | $13,640 | $12,052+13.2% | $38,751-64.8% | $13,763-0.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |