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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.4+ years Service code 10 · EIN 84-0869853 | Accounting | $61,972 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 28 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAQUAH, WA 98027 | Investment Management | $42,603 |
Filed as: FIRST INTERSTATE BANK Service code 15 · EIN 81-6023169 | Recordkeeping | $18,649 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC4+ years Service code 10 · EIN 91-0614823 | Accounting | $12,400 |
RAEL & LETSON4+ years Filed as: RAEL & LETSON CONSULTANTS AND ACTUA Service code 16 · EIN 94-1701048 | Consulting | $9,360 |
TURNER, STOEVE & GAGLIARDI, P.S.4+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $8,927 |
US BANK1 year Service code 15 555 SOUTHWEST OAK ST, PL-6 · PORTLAND, OR 97204 | Recordkeeping | $7,798 |
AUDIT SERVICES, INC.3 years Service code 10 · EIN 81-0411241 | Accounting | $5,972 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,620 | $95,776-49.2% | $162,177-70.0% | $77,775-37.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 5.40% | 37.03%-31.6pp | 115.60%-110.2pp | 32.58%-27.2pp |
| Employer contribution / active EE | $3,765 | $3,874-2.8% | $5,613-32.9% | $2,504+50.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $148 | $88+69.3% | $10,843-98.6% | $100+48.3% |