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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,147 |
NEEDLES & ASSOCIATES, LLC8+ years Service code 10 · EIN 51-0435869 | Accounting | $18,430 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $13,136 |
Service code 29 · EIN 72-0999672 | Legal | $9,022 |
COMPUSYS OF UTAH, INC.1 year Filed as: COMPUSYS Service code 14 · EIN 84-0721304 | Plan Administrator | $4,200 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,359 | $93,010-91.0% | $96,515-91.3% | $74,460-88.8% |
| Participation rate | 93.4% | 71.6%+21.9pp | 74.3%+19.1pp | 70.7%+22.7pp |
| Annual return | -0.94% | 37.50%-38.4pp | 35.73%-36.7pp | 34.38%-35.3pp |
| Employer contribution / active EE | $934 | $3,427-72.7% | $3,740-75.0% | $2,638-64.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $95 | $633-85.0% | $6,735-98.6% | $348-72.7% |