Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.3+ years Service code 10 · EIN 84-0869853 | Accounting | $52,547 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 28 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAQUAH, WA 98027 | Investment Management | $43,040 |
Filed as: FIRST INTERSTATE BANK Service code 15 · EIN 81-6023169 | Recordkeeping | $42,780 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC3+ years Service code 10 · EIN 91-0614823 | Accounting | $12,500 |
RAEL & LETSON3+ years Filed as: RAEL & LETSON CONSULTANTS AND ACTUA Service code 16 · EIN 94-1701048 | Consulting | $9,360 |
TURNER, STOEVE & GAGLIARDI, P.S.3+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $7,629 |
AUDIT SERVICES, INC.2 years Service code 10 · EIN 81-0411241 | Accounting | $6,747 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,283 | $82,546-35.5% | $140,019-61.9% | $75,289-29.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 7.56% | -0.36%+7.9pp | 651.15%-643.6pp | -0.04%+7.6pp |
| Employer contribution / active EE | $3,400 | $3,856-11.8% | $5,605-39.3% | $2,405+41.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $194 | $86+125.7% | $10,705-98.2% | $102+89.2% |