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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $84,733 |
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS OF UTAH, INC Service code 15 · EIN 84-0869853 | Recordkeeping | $33,252 |
Service code 29 · EIN 43-1174269 | Legal | $32,834 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,385 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $16,423 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $7,500 |
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 | $38,654 | $88,479-56.3% | $96,515-60.0% | $80,157-51.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 6.82% | 22.53%-15.7pp | 35.73%-28.9pp | 40.39%-33.6pp |
| Employer contribution / active EE | $3,911 | $4,177-6.4% | $3,740+4.6% | $2,977+31.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $164 | $211-22.4% | $6,735-97.6% | $145+13.1% |