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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,999 |
SOLTIS INVESTMENT ADVISORS6 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $30,916 |
HALLIDAY FINANCIAL LLC1 year Filed as: HALLIDAY & COMPANY CPA'S Service code 10 PO BOX 246 · REDLANDS, CA 92373 | Accounting | $17,450 |
BEST BEST & KRIEGER4 years Filed as: BEST BEST & KRIEGER LLP Service code 99 3390 UNIVERSITY AVENUE 5TH FLOOR · RIVERSIDE, CA 92501 | Other Fees | $15,313 |
SINGERLEWAK LLP1 year Filed as: SINGER LEWAK LLP Service code 10 10960 WILSHIRE BLVD. 7TH FLOOR · LOS ANGELES, CA 90024 | Accounting | $8,157 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,460 | $104,336+36.5% | $159,487-10.7% | $86,821+64.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 12.90% | 26.32%-13.4pp | 263.71%-250.8pp | 97.94%-85.0pp |
| Employer contribution / active EE | $4,652 | $3,451+34.8% | $4,831-3.7% | $2,406+93.4% |
| Participant deferral / active EE | $10,483 | $6,837+53.3% | $7,354+42.6% | $4,132+153.7% |
| Admin fee / account holder | $225 | $172+30.5% | $10,804-97.9% | $170+32.5% |