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| Provider | Service type | Compensation |
|---|---|---|
BLAKE & UHLIG, P.A.5+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $65,976 |
COMPUSYS OF UTAH, INC.5+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $53,861 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,333 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $31,758 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,715 |
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 | $119,250 | $81,719+45.9% | $101,275+17.7% | $90,274+32.1% |
| Participation rate | 91.8% | 80.7%+11.1pp | 75.8%+16.0pp | 73.4%+18.5pp |
| Annual return | 4.76% | 337.64%-332.9pp | 46.46%-41.7pp | 53.97%-49.2pp |
| Employer contribution / active EE | $6,056 | $3,622+67.2% | $3,660+65.5% | $2,523+140.0% |
| Participant deferral / active EE | $588 | $3,310-82.2% | $4,370-86.5% | $4,231-86.1% |
| Admin fee / account holder | $127 | $162-21.3% | $5,948-97.9% | $114+11.8% |