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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $44,979 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,995 |
SOLTIS INVESTMENT ADVISORS9 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $30,000 |
HALLIDAY FINANCIAL LLC4 years Filed as: HALLIDAY & COMPANY CPA'S Service code 10 PO BOX 246 · REDLANDS, CA 92373 | Accounting | $13,394 |
BEST BEST & KRIEGER1 year Filed as: BEST BEST & KRIEGER, LLP Service code 99 3390 UNIVERSITY AVE. · RIVERSIDE, CA 92501 | Other Fees | $7,810 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,210 | $106,264+21.6% | $147,117-12.2% | $77,762+66.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.14% | 56.94%-44.8pp | 420.54%-408.4pp | 31.27%-19.1pp |
| Employer contribution / active EE | $5,661 | $4,074+39.0% | $4,932+14.8% | $2,728+107.5% |
| Participant deferral / active EE | $11,010 | $8,003+37.6% | $8,065+36.5% | $4,651+136.7% |
| Admin fee / account holder | $279 | $334-16.6% | $12,993-97.9% | $433-35.6% |