Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2+ 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 | $235,084 |
ALTA CAPITAL MANAGEMENT2+ years Service code 52 · EIN 77-0650218 6440 S WASATCH BLVD 200 · SALT LAKE CITY, UT 84121 | Indirect Investment Fees | $188,715 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 · EIN 34-1542819 6550 S MILLROCK DRIVE · SALT LAKE CITY, UT 84121 | Insurance Broker | $125,631 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 94-1503999 1230 W WASHINGTON ST STE · TEMPE, AZ 852811248 | Consulting | $107,979 |
EQUITY INVESTMENT CORPORATION2+ years Filed as: EQUITY INVESTMENT COMPANY Service code 28 3007 PIEDMONT ROAD · ATLANTA, GA 30304 | Investment Management | $102,737 |
Filed as: AGINCOURT CAPITAL Service code 28 · EIN 54-1947440 200 S 10TH ST STE 800 · RICHMOND, VA 23219 | Investment Management | $84,274 |
US BANK2+ years Service code 19 · EIN 31-0841368 170 S MAIN ST STE 200 · SALT LAKE CITY, UT 84101 | Securities Custodian | $62,885 |
WSRP, LLC2+ years Service code 10 · EIN 87-0517754 155 N 400 W 400 · SALT LAKE CITY, UT 84103 | Accounting | $62,373 |
SOUTHWEST SERVICE ADMINISTRATORS2+ 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 | $49,332 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 12.88% | 33.70%-20.8pp | 14.64%-1.8pp | 53.27%-40.4pp |
| Employer contribution / active EE | $8,895 | $14,473-38.5% | $41,831-78.7% | $14,774-39.8% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |