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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 11550 SOUTH 700 EAST · DRAPER, UT 84020 | Advisory (Participants) | $11,666 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,642 | $88,515-82.3% | $162,171-90.4% | $67,579-76.9% |
| Participation rate | 71.9% | 86.8%-14.9pp | 87.6%-15.6pp | 71.3%+0.6pp |
| Annual return | 88.50% | 27.04%+61.5pp | 115.60%-27.1pp | 378.56%-290.1pp |
| Employer contribution / active EE | $1,339 | $3,563-62.4% | $5,613-76.1% | $2,148-37.7% |
| Participant deferral / active EE | $4,789 | $5,724-16.3% | $7,297-34.4% | $3,539+35.3% |
| Admin fee / account holder | $11 | $124-91.2% | $10,843-99.9% | $142-92.4% |