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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $54,343 |
BERKOWITZ POLLACK BRANT1 year Filed as: BERKOWITZ POLLACK BRANT ADVISORS AN Service code 17 200 S BISCAYNE BLVD 6TH FL · MIAMI, FL 33131 | Pension Consulting | $31,040 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,075 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $321 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: GREAT-WEST INSURANCE COMPANY Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,477 | $65,292+7.9% | $71,671-1.7% | $77,958-9.6% |
| Participation rate | 56.0% | 67.4%-11.4pp | 68.7%-12.7pp | 71.6%-15.6pp |
| Annual return | 11.42% | 21.25%-9.8pp | 20.65%-9.2pp | 20.87%-9.4pp |
| Employer contribution / active EE | $2,201 | $2,085+5.6% | $2,460-10.5% | $2,310-4.7% |
| Participant deferral / active EE | $3,695 | $3,008+22.8% | $3,438+7.5% | $3,537+4.5% |
| Admin fee / account holder | $46 | $84-45.3% | $5,558-99.2% | $97-52.6% |