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| Provider | Service type | Compensation |
|---|---|---|
BAUER CAPTAIN AND JOHNSON1+ years Filed as: BAUER CAPTAIN & JOHNSON Service code 27 · EIN 86-0814757 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $36,980 |
CANYON VIEW MEDICAL GROUP LC1+ years Service code 15 · EIN 84-1367175 325 W CENTER STREET · SPANISH FORK, UT 84660 | Recordkeeping | $6,401 |
HCS RETIREMENT SERVICES, LLC1+ years Filed as: HCS RETIREMENT SERVICES Service code 15 · EIN 20-1684241 1095 S 800 E · OREM, UT 84097 | Recordkeeping | $1,425 |
Filed as: TRANSAMERICA RETIREMENT Service code 15 · EIN 31-1281022 | Recordkeeping | $1,130 |
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 | $80,196 | $46,360+73.0% | $147,617-45.7% | $52,331+53.2% |
| Participation rate | 99.2% | 64.9%+34.3pp | 84.6%+14.6pp | 68.1%+31.1pp |
| Annual return | -0.70% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $6,155 | $2,126+189.5% | $5,564+10.6% | $1,882+227.1% |
| Participant deferral / active EE | $4,023 | $2,258+78.2% | $4,895-17.8% | $3,022+33.1% |
| Admin fee / account holder | $283 | $766-63.1% | $11,612-97.6% | $592-52.2% |