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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS6+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 12 · EIN 04-3404987 ONE BOSTON ASSET MGMT, LLC · BOSTON, MA 021064408 | Soft dollars commissions; Claims proc... | $352,962 |
EQUITY INVESTMENT CORPORATION6+ years Filed as: EQUITY INVESTMENT COMPANY Service code 28 3007 PIEDMONT ROAD · ATLANTA, GA 30304 | Investment Management | $301,024 |
ALTA CAPITAL MANAGEMENT6+ years Service code 28 · EIN 77-0650218 6440 S WASATCH BLVD 200 · SALT LAKE CITY, UT 84121 | Investment Management | $229,473 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 6550 S MILLROCK DRIVE · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $205,975 |
Filed as: AGINCOURT Service code 28 · EIN 54-1947440 200 S 10TH ST · RICHMOND, VA 23219 | Investment Management | $115,517 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 94-1503999 1501 W FOUNTAINHEAD PARKWAY · TEMPE, AZ 85282 | Consulting | $87,904 |
US BANK6+ years Service code 19 · EIN 31-0841368 170 S MAIN ST · SALT LAKE CITY, UT 84101 | Securities Custodian | $77,714 |
SOUTHWEST SERVICE ADMINISTRATORS6+ years Service code 12 2550 W UNION HILLS DR 290 · PHOENIX, AZ 85210 | Plan Administrator; Claims processing | $60,736 |
SPENCER FANE LLP6+ years Service code 29 370 17TH STREET 4800 · DENVER, CO 80202 | Legal | $27,945 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $19,165 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | -0.67% | 11.26%-11.9pp | 12.68%-13.3pp | 37.74%-38.4pp |
| Employer contribution / active EE | $11,087 | $10,658+4.0% | $41,609-73.4% | $15,788-29.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |