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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,083 |
Filed as: UNITED 401(K) PLANS INC Service code 13 682 E VINE ST #8 · MURRAY, UT 84107 | Contract Administrator | $23,518 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,048 |
TANNER LLC9+ years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $21,000 |
PENSIONS PLUS, INC.2 years Filed as: PENSIONS PLUS INC Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 841078628 | Contract Administrator | $3,150 |
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 | $80,728 | $49,940+61.6% | $95,728-15.7% | $74,440+8.4% |
| Participation rate | 98.3% | 66.8%+31.6pp | 72.3%+26.1pp | 70.7%+27.6pp |
| Annual return | 17.46% | 24.92%-7.5pp | 28.40%-10.9pp | 34.37%-16.9pp |
| Employer contribution / active EE | $3,290 | $1,639+100.7% | $2,835+16.0% | $2,638+24.7% |
| Participant deferral / active EE | $3,799 | $3,753+1.2% | $4,245-10.5% | $4,529-16.1% |
| Admin fee / account holder | $336 | $300+12.0% | $5,673-94.1% | $348-3.5% |