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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 49 SOUTH 400 WEST · SALT LAKE CITY, UT 84101 | Directed Trustee | $25,737 |
TJ ADVISORS LLC1 year Service code 10 · EIN 81-4325266 | Accounting | $10,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,541 | $43,453-71.1% | $109,313-88.5% | $63,975-80.4% |
| Participation rate | 24.0% | 59.3%-35.2pp | 71.3%-47.3pp | 71.1%-47.1pp |
| Annual return | 5.26% | 9.85%-4.6pp | 22.07%-16.8pp | 48.65%-43.4pp |
| Employer contribution / active EE | $82 | $1,799-95.4% | $3,892-97.9% | $2,182-96.2% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $61 | $79-23.3% | $5,666-98.9% | $70-14.0% |