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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-6098247 | Legal | $27,182 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $25,573 |
EKON BENEFITS4+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $21,789 |
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $19,127 |
NOVAK BIRKS, P.C.1 year Filed as: NOVAK BIRKS Service code 10 · EIN 43-1122456 | Accounting | $12,000 |
Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $8,968 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 26 · EIN 36-3485298 | Advisory (Participants) | $5,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,929 | $66,650-47.6% | $92,915-62.4% | $67,582-48.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.65% | 92.64%-89.0pp | 109.45%-105.8pp | 378.57%-374.9pp |
| Employer contribution / active EE | $3,095 | $2,777+11.5% | $3,653-15.3% | $2,148+44.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $116 | $199-41.7% | $5,796-98.0% | $142-18.4% |