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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.6+ years Filed as: COMPUSYS OF UTAH Service code 12 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84130 | Plan Administrator; Claims processing... | $166,544 |
Filed as: MONDRESS MONACO PARR LOCKWOOD Service code 29 · EIN 91-1917286 2101 FOURTH AVE STE 2170 · SEATTLE, WA 98121 | Legal | $57,285 |
NEPC, LLC6+ years Service code 29 6332 S RAINBOW BLVD S105 · LAS VEGAS, NV 89118 | Legal | $33,801 |
HAYNIE & COMPANY4 years Service code 10 · EIN 87-0328572 1785 WEST 2300 SOUTH · SALT LAKE CITY, UT 84119 | Accounting | $21,610 |
RAEL & LETSON6+ years Service code 16 · EIN 94-1701048 5910 S UNIVERSITY BLVD · GREENWOOD VILLAGE, CO 80121 | Consulting | $10,702 |
DEBOER & ASSOCIATES, PC1 year Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 17330 WRIGHT ST STE 100 · OMAHA, NE 681302157 | Accounting | $9,703 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,606 | $110,699-76.9% | $177,848-85.6% | $90,274-71.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 13.36% | 22.79%-9.4pp | 48.33%-35.0pp | 53.97%-40.6pp |
| Employer contribution / active EE | $4,907 | $4,118+19.2% | $5,919-17.1% | $2,523+94.5% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $117 | $90+29.7% | $12,431-99.1% | $114+2.3% |