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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MONDRESS MONACO PARR LOCKWOOD Service code 29 · EIN 91-1917286 2101 FOURTH AVE STE 2170 · SEATTLE, WA 98121 | Legal | $128,165 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 15 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Recordkeeping | $118,976 |
COMPUSYS OF UTAH, INC.10+ years Filed as: COMPUSYS OF UTAH Service code 12 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84130 | Claims processing; Recordkeeping and ... | $71,767 |
HAYNIE & COMPANY8 years Service code 10 · EIN 87-0328572 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $39,135 |
NEPC, LLC10+ years Service code 29 6332 S RAINBOW BLVD S105 · LAS VEGAS, NV 89118 | Legal | $29,140 |
RAEL & LETSON10+ years Service code 16 · EIN 94-1701048 5910 S UNIVERSITY BLVD · GREENWOOD VILLAGE, CO 80121 | Consulting | $24,495 |
DEBOER & ASSOCIATES, PC5 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 17330 WRIGHT ST STE 100 · OMAHA, NE 681302157 | Accounting | $6,143 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,368 | $122,585-76.0% | $184,256-84.1% | $200,096-85.3% |
| Participation rate | 93.8% | 86.9%+6.8pp | 86.8%+7.0pp | 72.0%+21.8pp |
| Annual return | 11.46% | 144.12%-132.7pp | 28.85%-17.4pp | 34.26%-22.8pp |
| Employer contribution / active EE | $2,637 | $4,571-42.3% | $6,427-59.0% | $3,038-13.2% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $154 | $120+28.5% | $13,899-98.9% | $269-42.7% |