Filed August 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Service code 27 · EIN 87-0506413 | Advisory (Plan) | $24,783 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $2,280 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,959 | $68,413-62.1% | $123,106-78.9% | $55,191-53.0% |
| Participation rate | 38.0% | 84.5%-46.6pp | 86.8%-48.8pp | 69.2%-31.2pp |
| Annual return | 7.45% | 6.30%+1.2pp | 13.22%-5.8pp | 10.78%-3.3pp |
| Employer contribution / active EE | $1,456 | $3,050-52.3% | $5,151-71.7% | $1,899-23.3% |
| Participant deferral / active EE | $2,337 | $4,490-48.0% | $6,229-62.5% | $3,046-23.3% |
| Admin fee / account holder | $82 | $88-6.6% | $9,015-99.1% | $91-9.7% |