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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $19,183 |
Filed as: GLS CERTIFIED PUBLIC ACCOUNTANTS, Service code 10 · EIN 27-3754613 | Accounting | $12,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,414 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,540 | $55,441+21.8% | $76,002-11.1% | $77,671-13.0% |
| Participation rate | 84.1% | 63.6%+20.4pp | 69.1%+15.0pp | 70.6%+13.5pp |
| Annual return | 12.94% | 17.08%-4.1pp | 360.07%-347.1pp | 31.21%-18.3pp |
| Employer contribution / active EE | $2,042 | $1,789+14.1% | $2,688-24.1% | $2,726-25.1% |
| Participant deferral / active EE | $5,587 | $3,451+61.9% | $4,257+31.2% | $4,648+20.2% |
| Admin fee / account holder | $370 | $407-9.1% | $6,414-94.2% | $430-14.1% |