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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $137,549 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 51 · EIN 04-3161875 2049 CENTURY PARK EAST, 18TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $66,390 |
US BANK1+ years Service code 19 · EIN 93-6157747 170 SOUTH MAIN, SUITE 600 · SALT LAKE CITY, UT 84101 | Securities Custodian | $26,721 |
SSA P.C.1+ years Service code 10 · EIN 84-0676265 3355 AMERICAN DRIVE · COLORADO SPRINGS, CO 80917 | Accounting | $24,935 |
VERUS1+ years Service code 27 · EIN 91-1320111 2321 ROSECRANS AVE, SUITE 2350 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $19,000 |
COMPUSYS OF UTAH, INC.1+ years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Contract Administrator | $18,355 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON STREET, STE 501 · TEMPE, AZ 85281 | Actuarial | $14,000 |
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 | $629,339-100.0% | $123,105-100.0% | - |
| Participation rate | 0.0% | 82.7%-82.7pp | 86.8%-86.8pp | - |
| Annual return | 0.72% | -0.80%+1.5pp | 13.22%-12.5pp | - |
| Employer contribution / active EE | $0 | $3,722-100.0% | $5,151-100.0% | - |
| Participant deferral / active EE | $0 | $3,761-100.0% | $6,229-100.0% | - |
| Admin fee / account holder | $0 | $44,008-100.0% | $9,014-100.0% | - |