Filed August 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2+ years Service code 27 · EIN 87-0506413 | Advisory (Plan) | $32,489 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $4,210 |
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 | $27,593 | $71,802-61.6% | $133,975-79.4% | $57,658-52.1% |
| Participation rate | 39.4% | 85.5%-46.1pp | 87.1%-47.7pp | 70.2%-30.8pp |
| Annual return | 7.71% | 13.51%-5.8pp | 29.29%-21.6pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,550 | $3,161-51.0% | $5,211-70.3% | $1,974-21.5% |
| Participant deferral / active EE | $2,484 | $4,606-46.1% | $6,282-60.5% | $3,061-18.9% |
| Admin fee / account holder | $91 | $88+3.6% | $9,324-99.0% | $95-3.9% |