Filed December 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $221,099 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $99,663 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,724 | $122,293-67.5% | $156,181-74.6% | $103,975-61.8% |
| Participation rate | 98.3% | 78.8%+19.5pp | 78.8%+19.5pp | 72.5%+25.8pp |
| Annual return | 14.51% | 21.63%-7.1pp | 64.87%-50.4pp | 19.41%-4.9pp |
| Employer contribution / active EE | $2,756 | $4,569-39.7% | $4,294-35.8% | $3,722-26.0% |
| Participant deferral / active EE | $4,418 | $5,548-20.4% | $6,132-28.0% | $5,343-17.3% |
| Admin fee / account holder | $203 | $125+62.3% | $14,586-98.6% | $332-38.9% |