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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS5+ 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... | $442,215 |
ALTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 77-0650218 6440 S WASATCH BLVD 200 · SALT LAKE CITY, UT 84121 | Investment Management | $255,375 |
EQUITY INVESTMENT CORPORATION5+ years Filed as: EQUITY INVESTMENT COMPANY Service code 28 3007 PIEDMONT ROAD · ATLANTA, GA 30304 | Investment Management | $233,049 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 6550 S MILLROCK DRIVE · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $209,200 |
Filed as: AGINCOURT CAPITAL Service code 28 · EIN 54-1947440 200 S 10TH ST STE 800 · RICHMOND, VA 23219 | Investment Management | $119,960 |
US BANK5+ years Service code 19 · EIN 31-0841368 170 S MAIN ST STE 200 · SALT LAKE CITY, UT 84101 | Securities Custodian | $85,554 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 94-1503999 1501 W FOUNTAINHEAD PARKWAY · TEMPE, AZ 85282 | Consulting | $66,888 |
SOUTHWEST SERVICE ADMINISTRATORS5+ years Service code 12 2550 W UNION HILLS DR 290 · PHOENIX, AZ 85210 | Plan Administrator; Claims processing | $60,839 |
WSRP, LLC5+ years Service code 10 · EIN 87-0517754 155 N 400 W 400 · SALT LAKE CITY, UT 84103 | Accounting | $36,734 |
SPENCER FANE LLP5+ years Service code 29 370 17TH STREET 4800 · DENVER, CO 80202 | Legal | $30,091 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -14.07% | 38.53%-52.6pp | -3.21%-10.9pp | 2.77%-16.8pp |
| Employer contribution / active EE | $10,671 | $14,659-27.2% | $46,051-76.8% | $15,262-30.1% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |