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| 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 | $55,423+989.1% | $155,602+287.9% | $74,400+711.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.36% | 269.07%-252.7pp | 64.81%-48.5pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $37,881 | $2,266+1572.0% | $4,675+710.2% | $2,624+1343.4% |
| Participant deferral / active EE | $7,112 | $2,835+150.9% | $5,629+26.3% | $4,348+63.6% |
| Admin fee / account holder | $454 | $1,744-74.0% | $15,923-97.2% | $1,944-76.7% |