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| Provider | Service type | Compensation |
|---|---|---|
BOWENGROUP ADVISORS LLC2 years Service code 27 2410 E 25TH CIRCLE · IDAHO FALLS, ID 83404 | Advisory (Plan) | $18,303 |
TOWNSQUARE CAPITAL LLC1 year Filed as: TOWNSQUARE CAPITAL INC. Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $6,724 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 S HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,568 |
RUDD & COMPANY PLLC1 year Filed as: RUDD & COMPANY, PLLC Service code 14 PO BOX 1895 · IDAHO FALLS, ID 834031895 | Plan Administrator | $3,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,118 | $107,440-53.4% | $105,738-52.6% | $55,725-10.1% |
| Participation rate | 26.4% | 55.5%-29.1pp | 76.3%-50.0pp | 70.9%-44.5pp |
| Annual return | -4.79% | -0.59%-4.2pp | 6.27%-11.1pp | 244.93%-249.7pp |
| Employer contribution / active EE | $870 | $1,448-39.9% | $3,268-73.4% | $2,078-58.1% |
| Participant deferral / active EE | $1,601 | $2,171-26.3% | $4,080-60.8% | $3,356-52.3% |
| Admin fee / account holder | $359 | $283+26.6% | $6,913-94.8% | $115+211.4% |