| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,545,000 |
INVESCO2 years Service code 28 400 WEST MARKET STREET · LOUISVILLE, KY 40202 | Investment Management | $327,000 |
FORMULA CORPORATION2 years Filed as: FORMULA FOLIO INVESTMENTS LLC Service code 26 · EIN 27-1883816 | Advisory (Participants) | $251,000 |
SUMMIT FINANCIAL CORPORATION3 years Filed as: SUMMIT STRATEGIES INC Service code 27 8182 MARYLAND AVE. · ST. LOUIS, MO 63105 | Advisory (Plan) | $95,000 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $35,000 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $31,000 |
KPMG LLP4+ years Service code 10 15 WEST TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $27,000 |
STOEL RIVES LLP4+ years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $19,000 |
TINGEY ADVISORS INC1 year Filed as: CANNON TINGEY INVESTMENT ADVIS Service code 26 · EIN 87-0552263 | Advisory (Participants) | $14,000 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $13,000 |
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 | $60,750 | $46,969+29.3% | $154,110-60.6% | $73,367-17.2% |
| Participation rate | 78.1% | 72.4%+5.7pp | 83.0%-4.9pp | 69.5%+8.6pp |
| Annual return | -4.01% | 821.68%-825.7pp | 735.22%-739.2pp | 173.45%-177.5pp |
| Employer contribution / active EE | $1,838 | $1,723+6.6% | $5,298-65.3% | $2,499-26.5% |
| Participant deferral / active EE | $3,655 | $3,162+15.6% | $5,081-28.1% | $4,033-9.4% |
| Admin fee / account holder | $58 | $47+24.8% | $13,412-99.6% | $68-14.9% |