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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 04-3404987 ONE BOSTON ASSET MGMT,LLC · BOSTON, MA 021064408 | Investment Management | $264,640 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 · EIN 34-1542819 6550 S MILLROCK DRIVE · SALT LAKE CITY, UT 84121 | Insurance Broker | $164,522 |
ALTA CAPITAL MANAGEMENT1+ years Service code 68 · EIN 77-0650218 6440 S WASATCH BLVD 200 · SALT LAKE CITY, UT 84121 | Soft dollars commissions | $140,249 |
EQUITY INVESTMENT CORPORATION1+ years Filed as: EQUITY INVESTMENT COMPANY Service code 28 3007 PIEDMONT ROAD · ATLANTA, GA 30304 | Investment Management | $137,468 |
Filed as: AGINCOURT CAPITAL Service code 28 · EIN 54-1947440 200 S 10TH ST STE 800 · RICHMOND, VA 23219 | Investment Management | $106,704 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 94-1503999 1230 W WASHINGTON ST STE · TEMPE, AZ 852811248 | Consulting | $93,424 |
US BANK1+ years Service code 19 · EIN 31-0841368 170 S MAIN ST STE 200 · SALT LAKE CITY, UT 84101 | Securities Custodian | $63,349 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 12 2550 W UNION HILLS DR290 · PHOENIX, AZ 85210 | Claims processing | $58,037 |
Filed as: PRUDENTIAL TRUST CO. Service code 29 · EIN 23-6994310 | Legal | $42,058 |
WSRP, LLC1+ years Service code 10 · EIN 87-0517754 155 N 400 W 400 · SALT LAKE CITY, UT 84103 | Accounting | $40,380 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 1.61% | -1.12%+2.7pp | -2.18%+3.8pp | 0.19%+1.4pp |
| Employer contribution / active EE | $8,939 | $12,052-25.8% | $38,751-76.9% | $13,763-35.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |