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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,362 |
COMPUSYS OF UTAH, INC.6+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $60,852 |
BLAKE & UHLIG, P.A.6+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $52,023 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,708 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 | Accounting | $25,258 |
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 | $144,386 | $88,770+62.7% | $109,191+32.2% | $93,010+55.2% |
| Participation rate | 92.1% | 81.5%+10.7pp | 75.9%+16.3pp | 73.9%+18.2pp |
| Annual return | 33.12% | 60.64%-27.5pp | 25.76%+7.4pp | 158.70%-125.6pp |
| Employer contribution / active EE | $6,499 | $3,780+71.9% | $3,723+74.6% | $2,705+140.2% |
| Participant deferral / active EE | $574 | $3,630-84.2% | $4,653-87.7% | $4,561-87.4% |
| Admin fee / account holder | $149 | $172-13.5% | $6,756-97.8% | $152-1.8% |