Filed April 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ZIONS BANCORPORATION NA1 year Filed as: ZIONS BANCCORPORATION Service code 65 · EIN 87-0189025 ONE SOUTH MAIN · SALT LAKE CITY, UT 84113 | Account Maintenance | $35 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,994 | $106,236-16.2% | $112,258-20.7% | $64,814+37.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 3.85% | -6.02%+9.9pp | 27.47%-23.6pp | 32.84%-29.0pp |
| Employer contribution / active EE | $8,647 | $3,166+173.1% | $3,636+137.8% | $2,507+244.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-99.9% |