Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1935 E VINE ST, STE 120 · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $44,669 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $603,601 | $55,437+988.8% | $155,534+288.1% | $74,459+710.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.36% | 269.58%-253.2pp | 64.92%-48.6pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $37,881 | $2,266+1571.7% | $4,675+710.3% | $2,626+1342.6% |
| Participant deferral / active EE | $7,112 | $2,837+150.6% | $5,630+26.3% | $4,350+63.5% |
| Admin fee / account holder | $454 | $1,742-74.0% | $15,900-97.1% | $1,945-76.7% |