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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.7+ years Service code 10 · EIN 84-0869853 | Accounting | $52,830 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 28 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAQUAH, WA 98027 | Investment Management | $42,000 |
US BANK4 years Service code 15 555 SOUTHWEST OAK ST, PL-6 · PORTLAND, OR 97204 | Recordkeeping | $33,222 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC7+ years Service code 10 · EIN 91-0614823 | Accounting | $13,500 |
RAEL & LETSON7+ years Filed as: RAEL & LETSON CONSULTANTS AND ACTUA Service code 16 · EIN 94-1701048 | Consulting | $11,160 |
TURNER, STOEVE & GAGLIARDI, P.S.7+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $10,098 |
AUDIT SERVICES, INC.6 years Service code 10 · EIN 81-0411241 | Accounting | $6,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,894 | $95,918-34.4% | $151,628-58.5% | $77,906-19.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -14.04% | -5.50%-8.5pp | 3.34%-17.4pp | 12.16%-26.2pp |
| Employer contribution / active EE | $3,845 | $4,330-11.2% | $6,165-37.6% | $2,846+35.1% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $196 | $93+109.7% | $11,613-98.3% | $133+47.5% |