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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 · EIN 43-1174269 | Legal | $39,084 |
EKON BENEFITS6+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $29,173 |
COMPUSYS OF UTAH, INC.3 years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 | Contract Administrator | $28,800 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $15,475 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $14,940 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES CONSULTING Service code 26 · EIN 36-3485298 | Advisory (Participants) | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,743 | $88,770-50.7% | $109,173-59.9% | $93,010-53.0% |
| Participation rate | 92.1% | 81.5%+10.6pp | 75.9%+16.2pp | 73.9%+18.2pp |
| Annual return | 20.94% | 60.64%-39.7pp | 25.75%-4.8pp | 158.70%-137.8pp |
| Employer contribution / active EE | $2,983 | $3,780-21.1% | $3,723-19.9% | $2,705+10.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $118 | $172-31.5% | $6,755-98.3% | $152-22.2% |