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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 6340 S 3000 E SUITE 350 · SALT LAKE CITY, UT 84121 | Investment Management | $11,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,313 | $73,404+33.9% | $87,103+12.9% | $67,582+45.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 4.25% | 48.29%-44.0pp | 28.19%-23.9pp | 378.57%-374.3pp |
| Employer contribution / active EE | $2,131 | $2,014+5.8% | $2,521-15.5% | $2,148-0.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |