Plan Ledger DOL Form 5500 · updated monthly

Vivint, Inc.401(k)

VIVINT, INC. 401(K) PLAN · PROVO, UT · plan year 2023

Reported admin expense ratio · 2023
0.33%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Vivint, Inc. reported $382,168 in plan administrative expenses for 2023: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,712 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.40% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other other services employers. By assets it is the 60th-largest of 848 plans among Utah employers on file, and the 138th of 3,341 in other services. In 2023, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$134,725,166
Participants with balances4,310
Active participants5,494
Employer contributions$9,403,048
Employee contributions$17,576,598
Employer contribution per active participant$1,712
Average account balance$31,259
Benefits paid to participants$12,789,424
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $10.1M emplr
2023$134.7M · 4,310 accts · $9.4M emplr
2022$97.8M · 4,378 accts · $8.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$347,168
Investment management$35,000
Total administrative$382,168
The Vivint, Inc. 401(k) match · 2023
Employer contribution per active participant$1,712
Median for plans this size$3,659
2023$1,712 per active participant
2022$1,475 per active participant

Vivint, Inc.'s 2023 employer contribution ran below the $3,659 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$347,268
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$35,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$382,168 · 0.33%
2022$393,543 · 0.40%
Same employer
Similar plansOther Services · Utah
Alsco Inc. UT$345.8M · 0.11%
Healthequity, Inc. UT$297.0M · 0.12%
Best Friends Animal Society UT$70.9M · 0.22%
Children's Miracle Network UT$53.3M · 0.26%
Any Hour, Inc. UT$37.9M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203754038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.