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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $283,187 |
COMPUSYS OF UTAH, INC.8+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $78,279 |
BLAKE & UHLIG, P.A.8+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $59,146 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $51,500 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 | Accounting | $25,307 |
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 | $124,224 | $88,479+40.4% | $96,543+28.7% | $80,187+54.9% |
| Participation rate | 89.5% | 79.9%+9.6pp | 74.3%+15.1pp | 72.9%+16.5pp |
| Annual return | -0.33% | 22.53%-22.9pp | 35.75%-36.1pp | 40.40%-40.7pp |
| Employer contribution / active EE | $6,915 | $4,177+65.5% | $3,741+84.9% | $2,980+132.1% |
| Participant deferral / active EE | $556 | $3,961-86.0% | $4,880-88.6% | $5,016-88.9% |
| Admin fee / account holder | $214 | $211+1.3% | $6,737-96.8% | $145+47.8% |