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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CALIBER WEALTH MANAGEMENT Service code 27 · EIN 47-1873640 980 E 800 N · OREM, UT 84097 | Advisory (Plan) | $30,559 |
Filed as: TOUCHSTONE (TRPC) Service code 51 303 BROADWAY · CINCINNATI, OH 45202 | Investment Mgmt Fees | $23,671 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $621 |
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 | $63,232 | $73,638-14.1% | $108,405-41.7% | $79,389-20.4% |
| Participation rate | 93.2% | 77.4%+15.8pp | 80.1%+13.1pp | 70.7%+22.5pp |
| Annual return | 15.11% | 33.27%-18.2pp | 905.55%-890.4pp | 116.89%-101.8pp |
| Employer contribution / active EE | $3,039 | $2,397+26.8% | $3,559-14.6% | $2,428+25.2% |
| Participant deferral / active EE | $7,007 | $6,218+12.7% | $6,563+6.8% | $4,046+73.2% |
| Admin fee / account holder | $499 | $638-21.9% | $7,297-93.2% | $626-20.4% |