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| Provider | Service type | Compensation |
|---|---|---|
BEST BEST & KRIEGER1 year Filed as: BEST BEST & KRIEGER LLP Service code 99 3390 UNIVERSITY AVE 5TH FL · RIVERSIDE, CA 92501 | Other Fees | $58,925 |
SOLTIS INVESTMENT ADVISORS3 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $53,898 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,255 |
SINGERLEWAK LLP3 years Service code 10 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $22,500 |
Service code 27 1954 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Advisory (Plan) | $13,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $93,375 | $75,388+23.9% | $123,553-24.4% | $55,725+67.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -0.42% | 4.48%-4.9pp | 119.21%-119.6pp | 244.93%-245.4pp |
| Employer contribution / active EE | $4,593 | $3,063+49.9% | $4,628-0.8% | $2,078+121.0% |
| Participant deferral / active EE | $8,519 | $5,651+50.8% | $6,426+32.6% | $3,356+153.9% |
| Admin fee / account holder | $394 | $120+229.3% | $9,284-95.8% | $115+242.4% |