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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.4+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $50,083 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $48,583 |
BLAKE & UHLIG, P.A.4+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $43,783 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $26,775 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,200 |
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 | $120,859 | $66,051+83.0% | $92,916+30.1% | $77,775+55.4% |
| Participation rate | 90.8% | 81.0%+9.8pp | 76.0%+14.8pp | 73.2%+17.6pp |
| Annual return | -0.04% | 20.69%-20.7pp | 109.45%-109.5pp | 32.58%-32.6pp |
| Employer contribution / active EE | $6,059 | $3,426+76.9% | $3,654+65.8% | $2,504+142.0% |
| Participant deferral / active EE | $637 | $3,013-78.9% | $4,238-85.0% | $3,966-83.9% |
| Admin fee / account holder | $124 | $148-16.3% | $5,796-97.9% | $100+23.6% |