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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.5+ years Service code 10 · EIN 84-0869853 | Accounting | $62,814 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 28 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAQUAH, WA 98027 | Investment Management | $43,329 |
US BANK2 years Service code 15 555 SOUTHWEST OAK ST, PL-6 · PORTLAND, OR 97204 | Recordkeeping | $28,114 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC5+ years Service code 10 · EIN 91-0614823 | Accounting | $12,750 |
RAEL & LETSON5+ years Filed as: RAEL & LETSON CONSULTANTS AND ACTUA Service code 16 · EIN 94-1701048 | Consulting | $9,360 |
TURNER, STOEVE & GAGLIARDI, P.S.5+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $7,932 |
AUDIT SERVICES, INC.4 years Service code 10 · EIN 81-0411241 | Accounting | $6,331 |
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 | $53,643 | $110,699-51.5% | $177,840-69.8% | $90,274-40.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 2.97% | 22.79%-19.8pp | 48.32%-45.4pp | 53.97%-51.0pp |
| Employer contribution / active EE | $3,140 | $4,118-23.8% | $5,919-46.9% | $2,523+24.4% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $158 | $90+75.2% | $12,431-98.7% | $114+38.3% |