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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 | $55,458+21.8% | $76,030-11.2% | $77,762-13.1% |
| Participation rate | 84.1% | 63.6%+20.5pp | 69.1%+15.0pp | 70.6%+13.5pp |
| Annual return | 12.94% | 17.10%-4.2pp | 361.54%-348.6pp | 31.27%-18.3pp |
| Employer contribution / active EE | $2,042 | $1,792+13.9% | $2,688-24.0% | $2,728-25.2% |
| Participant deferral / active EE | $5,587 | $3,454+61.7% | $4,257+31.2% | $4,651+20.1% |
| Admin fee / account holder | $370 | $411-10.0% | $6,421-94.2% | $433-14.6% |