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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.4+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $235,331 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $115,670 |
Filed as: GRYPHON INTERNATIONAL INV. CORP. Service code 27 · EIN 98-0444411 | Advisory (Plan) | $94,271 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $90,224 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ 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 | $89,512 |
COHO PARTNERS, LTD.4+ years Filed as: COHO PARTNERS, LTD Service code 28 801 CASSATT RD STE 100 · BERWYN, PA 19312 | Investment Management | $77,144 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 54-1578408 1101 WILSON BLVD 2300 · ARLINGTON, VA 22209 | Investment Management | $74,705 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $72,960 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $57,946 |
Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $54,799 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | -0.98% | 33.70%-34.7pp | 14.64%-15.6pp | 53.27%-54.2pp |
| Employer contribution / active EE | $13,747 | $14,473-5.0% | $41,831-67.1% | $14,774-7.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |