Filed December 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALLEGIS/ADAMS WEALTH ADVISORS2+ years Filed as: ALLEGIS INVESTMENT SVCS, LLC Service code 26 591 PARK AVE, STE 101 · IDAHO FALLS, ID 83402 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,334 | $78,419-54.9% | $133,959-73.6% | $73,412-51.9% |
| Participation rate | 47.1% | 78.6%-31.5pp | 79.8%-32.8pp | 72.2%-25.1pp |
| Annual return | 73.15% | 33.35%+39.8pp | 45.09%+28.1pp | 59.30%+13.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,017 | $3,925-48.6% | $5,047-60.0% | $3,806-47.0% |
| Admin fee / account holder | $260 | $161+61.2% | $8,928-97.1% | $158+64.7% |