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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Service code 16 · EIN 87-0506413 | Consulting | $119,619 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 10 · EIN 87-0364490 | Accounting | $13,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,544 | $88,324-4.3% | $115,038-26.5% | $55,191+53.2% |
| Participation rate | 89.0% | 72.5%+16.5pp | 81.4%+7.6pp | 69.2%+19.8pp |
| Annual return | -3.22% | 6.30%-9.5pp | 26.14%-29.4pp | 10.78%-14.0pp |
| Employer contribution / active EE | $3,988 | $2,805+42.2% | $4,608-13.5% | $1,899+110.0% |
| Participant deferral / active EE | $6,837 | $5,042+35.6% | $6,026+13.5% | $3,046+124.4% |
| Admin fee / account holder | $330 | $105+213.0% | $8,175-96.0% | $91+263.3% |