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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $361,230 |
BLAKE & UHLIG, P.A.10+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $105,149 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $88,000 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,908 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $52,433 |
COMPUSYS OF UTAH, INC.10+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $7,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,768 | $98,776+46.6% | $119,126+21.5% | $89,670+61.4% |
| Participation rate | 84.3% | 83.1%+1.2pp | 75.8%+8.5pp | 71.2%+13.1pp |
| Annual return | 8.94% | 9.25%-0.3pp | 282.11%-273.2pp | 19.66%-10.7pp |
| Employer contribution / active EE | $5,771 | $5,802-0.5% | $4,034+43.1% | $4,041+42.8% |
| Participant deferral / active EE | $557 | $1,748-68.1% | $5,318-89.5% | $3,962-85.9% |
| Admin fee / account holder | $242 | $230+5.2% | $10,693-97.7% | $352-31.1% |