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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $2,660 |
ADP BROKER-DEALER2+ years Service code 99 | Other Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,039 | $60,165-71.7% | $74,184-77.0% | $55,167-69.1% |
| Participation rate | 34.8% | 74.2%-39.4pp | 76.6%-41.8pp | 69.0%-34.2pp |
| Annual return | 7.69% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,058 | $2,973-64.4% | $3,550-70.2% | $3,054-65.4% |
| Admin fee / account holder | $63 | $419-85.1% | $5,586-98.9% | $504-87.6% |