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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,724 | $89,670-55.7% | $173,730-77.1% | $89,670-55.7% |
| Participation rate | 98.3% | 71.2%+27.2pp | 79.6%+18.8pp | 71.2%+27.2pp |
| Annual return | 14.51% | 19.66%-5.1pp | 19.96%-5.4pp | 19.66%-5.1pp |
| Employer contribution / active EE | $2,756 | $4,041-31.8% | $4,577-39.8% | $4,041-31.8% |
| Participant deferral / active EE | $4,418 | $3,962+11.5% | $6,326-30.2% | $3,962+11.5% |
| Admin fee / account holder | $203 | $352-42.2% | $17,523-98.8% | $352-42.2% |