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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.5+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $228,752 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $115,414 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $114,307 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $104,951 |
Filed as: GRYPHON INTERNATIONAL INV. CORP. Service code 27 · EIN 98-0444411 | Advisory (Plan) | $88,483 |
Filed as: WASHINTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 1301 FIFTH AVE STE 3100 · SEATTLE, WA 98101 | Investment Management | $66,408 |
Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $56,302 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $55,393 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 54-1578408 1101 WILSON BLVD 2300 · ARLINGTON, VA 22209 | Investment Management | $54,592 |
HAYNIE & COMPANY3 years Service code 10 · EIN 87-0325228 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $49,618 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -7.74% | 9.58%-17.3pp | 9.52%-17.3pp | 11.45%-19.2pp |
| Employer contribution / active EE | $13,476 | $21,155-36.3% | $41,951-67.9% | $17,219-21.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |