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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.7+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $247,298 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $172,669 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $137,156 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $125,307 |
Filed as: BNY MELLON INVESTMENT ADVISOR Service code 51 · EIN 13-5673135 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Mgmt Fees | $88,353 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD 13TH FL · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $73,511 |
HAYNIE & COMPANY5 years Service code 10 · EIN 87-0325228 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $72,060 |
Filed as: WASHINTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 1301 FIFTH AVE STE 3100 · SEATTLE, WA 98101 | Investment Management | $58,145 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $49,136 |
Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $37,121 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -3.19% | 38.53%-41.7pp | -3.21%0pp | 2.77%-6.0pp |
| Employer contribution / active EE | $14,388 | $14,659-1.8% | $46,051-68.8% | $15,262-5.7% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |