Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Accounting | $10,859 |
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 | $28,811 | $111,608-74.2% | $177,840-83.8% | $73,412-60.8% |
| Participation rate | 72.5% | 87.9%-15.3pp | 87.7%-15.2pp | 72.2%+0.3pp |
| Annual return | 36.71% | 18.23%+18.5pp | 48.32%-11.6pp | 59.30%-22.6pp |
| Employer contribution / active EE | $1,547 | $3,796-59.2% | $5,919-73.9% | $2,234-30.7% |
| Participant deferral / active EE | $6,670 | $6,199+7.6% | $7,714-13.5% | $3,806+75.3% |
| Admin fee / account holder | $37 | $166-77.9% | $12,431-99.7% | $158-76.8% |