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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS7+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 12 · EIN 04-3404987 ONE BOSTON ASSET MGMT, LLC · BOSTON, MA 021064408 | Investment management fees paid direc... | $426,273 |
EQUITY INVESTMENT CORPORATION7+ years Filed as: EQUITY INVESTMENT COMPANY Service code 28 3007 PIEDMONT ROAD · ATLANTA, GA 30304 | Investment Management | $356,300 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 6550 S MILLROCK DRIVE · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $255,865 |
ALTA CAPITAL MANAGEMENT7+ years Service code 28 · EIN 77-0650218 6440 S WASATCH BLVD 200 · SALT LAKE CITY, UT 84121 | Investment Management | $254,519 |
Filed as: AGINCOURT Service code 28 · EIN 54-1947440 200 S 10TH ST · RICHMOND, VA 23219 | Investment Management | $137,110 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 94-1503999 1501 W FOUNTAINHEAD PARKWAY · TEMPE, AZ 85282 | Consulting | $119,981 |
US BANK7+ years Service code 19 · EIN 31-0841368 170 S MAIN ST · SALT LAKE CITY, UT 84101 | Securities Custodian | $86,206 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 12 2550 W UNION HILLS DR 290 · PHOENIX, AZ 85210 | Plan Administrator; Claims processing | $58,408 |
SPENCER FANE LLP7+ years Service code 29 370 17TH STREET 4800 · DENVER, CO 80202 | Legal | $30,628 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $25,942 |
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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 | 21.86% | 8.04%+13.8pp | 9.17%+12.7pp | 8.76%+13.1pp |
| Employer contribution / active EE | $12,138 | $10,583+14.7% | $40,523-70.0% | $16,664-27.2% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |