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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.8+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $250,692 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $142,150 |
ACADIAN ASSET MANAGEMENT LLC8+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $84,591 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $66,059 |
Filed as: WASHINTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 1301 FIFTH AVE STE 3100 · SEATTLE, WA 98101 | Investment Management | $58,564 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $48,685 |
HAYNIE & COMPANY6 years Service code 10 · EIN 87-0325228 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $39,020 |
US BANK8+ years Service code 19 · EIN 93-0826646 555 SOUTHWEST OAK · PORTLAND, OR 97204 | Securities Custodian | $32,972 |
Service code 28 · EIN 51-0412248 2929 ARCH ST 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $30,941 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $24,053 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | -0.14% | 11.26%-11.4pp | 12.68%-12.8pp | 37.74%-37.9pp |
| Employer contribution / active EE | $15,444 | $10,658+44.9% | $41,609-62.9% | $15,788-2.2% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |