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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS8+ years Service code 27 · EIN 87-0526413 | Advisory (Plan) | $26,395 |
ALLIANCE BENEFIT GROUP8+ years Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $9,688 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,201 | $76,112-34.0% | $96,544-48.0% | $71,529-29.8% |
| Participation rate | 56.8% | 74.4%-17.6pp | 76.0%-19.2pp | 67.9%-11.1pp |
| Annual return | 16.53% | 22.80%-6.3pp | 25.88%-9.3pp | 28.97%-12.4pp |
| Employer contribution / active EE | $361 | $2,248-84.0% | $2,966-87.8% | $2,590-86.1% |
| Participant deferral / active EE | $2,427 | $4,217-42.5% | $4,851-50.0% | $4,291-43.5% |
| Admin fee / account holder | $401 | $2,708-85.2% | $8,254-95.1% | $1,588-74.8% |