| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS3 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 20 N MAIN ST STE 400 · SAINT GEORGE, UT 84770 | Advisory (Plan) | $403,234 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $106,594 |
DECISIONPOINT FINANCIAL3 years Filed as: DECISIONPOINT FINANCIAL, LLC Service code 27 2812 N NORWALK STE 116 · MESA, AZ 85215 | Advisory (Plan) | $19,775 |
Filed as: FORUM FINANCIAL MANAGEMENT, LP Service code 27 1900 S HIGHLAND AVE STE 100 · LOMBARD, IL 60148 | Advisory (Plan) | $17,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,498 | $145,513-66.7% | $184,256-73.7% | $99,313-51.2% |
| Participation rate | 51.4% | 90.3%-38.9pp | 86.8%-35.5pp | 71.7%-20.4pp |
| Annual return | 104.36% | 21.25%+83.1pp | 28.85%+75.5pp | 17.67%+86.7pp |
| Employer contribution / active EE | $1,425 | $5,354-73.4% | $6,427-77.8% | $3,264-56.4% |
| Participant deferral / active EE | $2,174 | $8,423-74.2% | $9,133-76.2% | $5,346-59.3% |
| Admin fee / account holder | $171 | $78+119.5% | $13,899-98.8% | $109+56.2% |