| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO ADVISORS, INC. Service code 28 1555 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $304,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $275,000 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES GROUP Service code 16 8182 MARYLAND AVE · ST LOUIS, MO 63105 | Consulting | $91,000 |
STOEL RIVES LLP1+ years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $44,000 |
KPMG LLP1+ years Service code 10 15 WEST TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $33,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING Service code 71 P.O. BOX 2065 · JERSEY CITY, NJ 07303 | Brokerage Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,769 | $46,516+24.2% | $147,618-60.9% | $69,651-17.1% |
| Participation rate | 77.3% | 65.8%+11.5pp | 84.6%-7.3pp | 66.6%+10.8pp |
| Annual return | 1.55% | 9.48%-7.9pp | 61.98%-60.4pp | 53.77%-52.2pp |
| Employer contribution / active EE | $1,528 | $1,393+9.7% | $5,564-72.5% | $2,241-31.8% |
| Participant deferral / active EE | $2,898 | $2,719+6.6% | $4,895-40.8% | $3,635-20.3% |
| Admin fee / account holder | $21 | $45-53.8% | $11,612-99.8% | $63-67.3% |