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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 39-1897480 6465 SOUTH 3000 EAST SUITE 200 · SLC, UT 84121 | Investment Management | $18,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,790 | $56,918-86.3% | $182,540-95.7% | $65,185-88.0% |
| Participation rate | 47.9% | 66.5%-18.6pp | 78.0%-30.1pp | 70.2%-22.3pp |
| Annual return | 41.14% | 27.67%+13.5pp | 148.58%-107.4pp | 29.38%+11.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,370 | $3,526-32.8% | $5,525-57.1% | $3,514-32.5% |
| Admin fee / account holder | $6 | $531-98.9% | $8,593-99.9% | $847-99.3% |