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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-1174269 | Legal | $31,259 |
EKON BENEFITS5+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $28,764 |
COMPUSYS OF UTAH, INC.2 years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $28,106 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $23,100 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $19,611 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 50 · EIN 48-0962626 | Direct Payment | $6,308 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 26 · EIN 36-3485298 | Advisory (Participants) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,445 | $81,719-54.2% | $101,275-63.0% | $90,274-58.5% |
| Participation rate | 90.4% | 80.7%+9.7pp | 75.8%+14.6pp | 73.4%+17.0pp |
| Annual return | 8.36% | 337.64%-329.3pp | 46.48%-38.1pp | 53.97%-45.6pp |
| Employer contribution / active EE | $3,233 | $3,622-10.7% | $3,660-11.7% | $2,523+28.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $127 | $162-21.7% | $5,948-97.9% | $114+11.1% |