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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.9+ years Service code 10 · EIN 85-0203669 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $221,279 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Actuarial | $156,155 |
Filed as: NCS GROUP TRUST Service code 51 | Investment Mgmt Fees | $105,568 |
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN ASSET MANAGMENT LLC Service code 28 · EIN 45-2634493 260 FRANKLIN STREET · BOSTON, MA 02210 | Investment Management | $104,845 |
ULLICO4 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 | $71,113 |
Filed as: WASHINTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 1301 FIFTH AVE STE 3100 · SEATTLE, WA 98101 | Investment Management | $70,357 |
HAYNIE & COMPANY7 years Service code 10 · EIN 87-0325228 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $69,073 |
Filed as: SONG MONDRESS Service code 29 · EIN 91-1917286 720 THIRD AVENUE · SEATTLE, WA 98104 | Legal | $57,490 |
NEPC, LLC9+ years Service code 27 · EIN 26-1429809 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $53,194 |
US BANK9+ years Service code 19 · EIN 93-0826646 555 SOUTHWEST OAK · PORTLAND, OR 97204 | Securities Custodian | $35,797 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.15% | 8.04%+1.1pp | 9.14%0pp | 8.76%+0.4pp |
| Employer contribution / active EE | $15,155 | $10,583+43.2% | $40,511-62.6% | $16,650-9.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |