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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 26 · EIN 27-3188744 | Advisory (Participants) | $41,708 |
ALLIANCE BENEFIT GROUP8 years Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 63 · EIN 87-0364490 7090 S UNION PARK AVE · SALT LAKE CITY, UT 84047 | 12b-1 Fees | $27,472 |
DRIVE WEALTH ADVISERS1 year Service code 26 · EIN 47-2841185 | Advisory (Participants) | $5,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,005 | $122,128-77.1% | $147,117-81.0% | $200,096-86.0% |
| Participation rate | 13.7% | 78.2%-64.5pp | 82.2%-68.5pp | 72.0%-58.3pp |
| Annual return | 41.55% | 30.58%+11.0pp | 420.54%-379.0pp | 34.26%+7.3pp |
| Employer contribution / active EE | $455 | $4,093-88.9% | $4,932-90.8% | $3,038-85.0% |
| Participant deferral / active EE | $892 | $8,484-89.5% | $8,065-88.9% | $5,090-82.5% |
| Admin fee / account holder | $213 | $180+18.6% | $12,993-98.4% | $269-21.0% |