Filed August 3, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WSRP, LLC3 years Filed as: WSRP Service code 10 155 N 400 W · SALT LAKE CITY, UT 84103 | Accounting | $27,000 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $16,654 |
Service code 34 4525 WASATCH BLVD · MILLCREEK, UT 84124 | Valuation (appraisals, etc.); Other fees | $6,600 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND AND HEART Service code 29 222 S MAIN ST · SALT LAKE CITY, UT 84101 | Legal | $5,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,930 | $80,763+155.0% | $102,412+101.1% | $74,459+176.6% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 58.12% | 27.57%+30.5pp | 24.94%+33.2pp | 1369.70%-1311.6pp |
| Employer contribution / active EE | $4,615 | $3,160+46.1% | $3,870+19.3% | $2,626+75.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $313 | $2,371-86.8% | $8,388-96.3% | $1,945-83.9% |