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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS4+ years Service code 27 · EIN 87-0506413 | Advisory (Plan) | $97,041 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,871 | $70,083-0.3% | $59,887+16.7% | $55,725+25.4% |
| Participation rate | 37.0% | 78.4%-41.3pp | 74.7%-37.7pp | 70.9%-33.8pp |
| Annual return | -5.47% | 3.13%-8.6pp | 3.46%-8.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $447 | $2,878-84.5% | $2,722-83.6% | $2,078-78.5% |
| Participant deferral / active EE | $3,165 | $3,079+2.8% | $3,402-7.0% | $3,356-5.7% |
| Admin fee / account holder | $358 | $70+409.2% | $3,591-90.0% | $115+210.8% |