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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS6 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $44,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,453 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,435 |
TRAVELLER & COMPANY LLC6 years Service code 10 · EIN 87-0668060 | Accounting | $8,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,821 | $42,423+3.3% | $152,093-71.2% | $100,573-56.4% |
| Participation rate | 22.1% | 55.9%-33.8pp | 77.8%-55.6pp | 70.9%-48.8pp |
| Annual return | 16.33% | 41.32%-25.0pp | 66.36%-50.0pp | 18.89%-2.6pp |
| Employer contribution / active EE | $462 | $1,482-68.8% | $4,175-88.9% | $3,763-87.7% |
| Participant deferral / active EE | $1,077 | $2,158-50.1% | $5,451-80.2% | $4,921-78.1% |
| Admin fee / account holder | $198 | $429-54.0% | $14,497-98.6% | $454-56.4% |