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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS4 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN ST · ST GEORGE, UT 84770 | Advisory (Plan) | $33,750 |
SINGERLEWAK LLP4 years Service code 10 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $22,659 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,435 |
BEST BEST & KRIEGER1 year Filed as: BEST, BEST & KRIEGER LLP Service code 99 3390 UNIVERSITY AVE 5TH FL · RIVERSIDE, CA 92501 | Other Fees | $18,672 |
Service code 27 1954 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Advisory (Plan) | $11,128 |
IVAN ILLAN1 year Filed as: IVAN D. GRABLEV Service code 99 3557 BANDINI AVE · RIVERSIDE, CA 92506 | Other Fees | $3,000 |
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 | $111,735 | $88,122+26.8% | $141,197-20.9% | $67,582+65.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.87% | 75.40%-52.5pp | 71.41%-48.5pp | 378.57%-355.7pp |
| Employer contribution / active EE | $9,340 | $3,224+189.7% | $4,736+97.2% | $2,148+334.8% |
| Participant deferral / active EE | $4,598 | $5,958-22.8% | $6,710-31.5% | $3,539+29.9% |
| Admin fee / account holder | $235 | $131+79.9% | $10,265-97.7% | $142+65.5% |