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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 | $55,402+21.9% | $76,089-11.2% | $77,714-13.1% |
| Participation rate | 84.1% | 63.6%+20.5pp | 69.1%+15.0pp | 70.6%+13.5pp |
| Annual return | 12.94% | 17.09%-4.2pp | 360.94%-348.0pp | 31.26%-18.3pp |
| Employer contribution / active EE | $2,042 | $1,789+14.1% | $2,690-24.1% | $2,727-25.1% |
| Participant deferral / active EE | $5,587 | $3,450+61.9% | $4,259+31.2% | $4,649+20.2% |
| Admin fee / account holder | $370 | $410-9.9% | $6,418-94.2% | $433-14.7% |