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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $14,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,987 | $37,044-8.3% | $71,796-52.7% | $57,658-41.1% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.1%-35.2pp | 70.2%-36.3pp |
| Annual return | 20.74% | 12.64%+8.1pp | 78.04%-57.3pp | 5.13%+15.6pp |
| Employer contribution / active EE | $259 | $720-64.1% | $1,924-86.6% | $1,974-86.9% |
| Participant deferral / active EE | $1,610 | $1,974-18.5% | $2,794-42.4% | $3,061-47.4% |
| Admin fee / account holder | $121 | $101+20.3% | $4,815-97.5% | $95+28.4% |