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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.5+ years Filed as: COMPUSYS OF UTAH Service code 13 · EIN 84-0869853 2156 WEST 2200 SOUTH · SALT LAKE CITY, UT 84119 | Contract Administrator | $32,661 |
VERUS5+ years Service code 27 · EIN 91-1320111 800 FIFTH AVE, SUITE 3900 · SEATTLE, WA 98104 | Advisory (Plan) | $30,000 |
SSA P.C.5+ years Service code 10 · EIN 84-0676265 3355 AMERICAN DRIVE · COLORADO SPRINGS, CO 80917 | Accounting | $26,947 |
US BANK5+ years Service code 18 · EIN 31-0841368 1555 N RIVERCENTER DR 300 · MILWAUKEE, WI 53212 | Direct payment from the plan; Custodi... | $21,888 |
THE SEGAL COMPANY1 year Filed as: SEGAL BENZ Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST 501 · TEMPE, AZ 85281 | Actuarial | $16,100 |
RYAN RAPP & UNDERWOOD4 years Filed as: RYAN RAPP & UNDERWOOD PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE, 2250 · PHOENIX, AZ 85012 | Legal | $8,758 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,266 | $184,000-94.4% | $162,185-93.7% | $152,909-93.3% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 17.87% | 150.80%-132.9pp | 115.61%-97.7pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $38 | $13,124-99.7% | $10,844-99.6% | $11,601-99.7% |