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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP-ROCKY MT. Service code 10 · EIN 87-0364490 | Accounting | $213,395 |
SOLTIS INVESTMENT ADVISORS2+ years Service code 26 · EIN 87-0526413 | Advisory (Participants) | $78,065 |
JONES SIMKINS LLC1 year Filed as: JONES SIMKINS Service code 49 · EIN 46-1592906 | Other Services | $7,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,563 | $37,213-90.4% | $156,552-97.7% | $63,975-94.4% |
| Participation rate | 69.1% | 65.0%+4.1pp | 84.0%-14.9pp | 71.1%-2.0pp |
| Annual return | 4.61% | 47.89%-43.3pp | 32.23%-27.6pp | 48.65%-44.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $728 | $2,070-64.8% | $4,871-85.1% | $3,356-78.3% |
| Admin fee / account holder | $73 | $56+30.0% | $13,028-99.4% | $70+3.9% |