Filed December 1, 2022 (most recent of 5 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,660 |
SOLTIS INVESTMENT ADVISORS2 years Service code 27 20 NORTH MAIN, SUITE 400 · ST. GEORGE, UT 84770 | Advisory (Plan) | $31,972 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,581 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,914 | $62,111-80.8% | $71,671-83.4% | $177,276-93.3% |
| Participation rate | 31.1% | 69.4%-38.3pp | 68.7%-37.6pp | 74.8%-43.7pp |
| Annual return | 21.95% | 17.83%+4.1pp | 20.65%+1.3pp | 21.25%+0.7pp |
| Employer contribution / active EE | $112 | $2,059-94.5% | $2,460-95.4% | $2,479-95.5% |
| Participant deferral / active EE | $989 | $2,943-66.4% | $3,438-71.2% | $3,881-74.5% |
| Admin fee / account holder | $23 | $66-65.5% | $5,558-99.6% | $154-85.1% |