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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS6+ years Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $32,808 |
BEST BEST & KRIEGER3 years Filed as: BEST BEST & KRIEGER LLP Service code 99 3390 UNIVERSITY AVE 5TH FL · RIVERSIDE, CA 92501 | Other Fees | $26,143 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,488 |
SINGERLEWAK LLP5 years Service code 10 10960 WILSHIRE BLVD 7TH FL · LOS ANGELES, CA 90024 | Accounting | $14,339 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,857 | $100,801+28.8% | $149,745-13.3% | $73,412+76.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.70% | 265.34%-249.6pp | 276.72%-261.0pp | 59.30%-43.6pp |
| Employer contribution / active EE | $4,602 | $3,312+39.0% | $4,646-1.0% | $2,234+106.0% |
| Participant deferral / active EE | $9,747 | $6,404+52.2% | $6,843+42.4% | $3,806+156.1% |
| Admin fee / account holder | $223 | $181+23.2% | $9,312-97.6% | $158+41.1% |