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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $47,442 |
BLAKE & UHLIG, P.A.1+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $42,196 |
COMPUSYS OF UTAH, INC.1+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $38,570 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $23,757 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,740 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $105,601 | $54,392+94.2% | $84,753+24.6% | $63,975+65.1% |
| Participation rate | 84.5% | 76.9%+7.7pp | 76.6%+7.9pp | 71.1%+13.4pp |
| Annual return | -1.14% | 611.38%-612.5pp | 22.78%-23.9pp | 48.65%-49.8pp |
| Employer contribution / active EE | $5,405 | $2,943+83.6% | $3,574+51.2% | $2,182+147.7% |
| Participant deferral / active EE | $478 | $2,593-81.6% | $3,712-87.1% | $3,356-85.8% |
| Admin fee / account holder | $130 | $136-3.9% | $5,333-97.6% | $70+85.3% |