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| Provider | Service type | Compensation |
|---|---|---|
INTERMOUNTAIN WEALTH MANAGEMENT3+ years Service code 27 101 PARK AVENUE 2 · IDAHO FALLS, ID 83402 | Advisory (Plan) | $8,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,723 | $46,173-72.4% | $170,436-92.5% | $69,631-81.7% |
| Participation rate | 47.9% | 63.9%-16.0pp | 83.6%-35.7pp | 70.7%-22.8pp |
| Annual return | 13.20% | 21.62%-8.4pp | 205.94%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $761 | $1,610-52.7% | $5,433-86.0% | $2,032-62.5% |
| Participant deferral / active EE | $1,225 | $2,080-41.1% | $4,939-75.2% | $3,224-62.0% |
| Admin fee / account holder | $153 | $116+32.3% | $13,880-98.9% | $110+38.9% |