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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,339 |
SOLTIS INVESTMENT ADVISORS7 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $29,995 |
HALLIDAY FINANCIAL LLC2 years Filed as: HALLIDAY & COMPANY CPA'S Service code 10 PO BOX 246 · REDLANDS, CA 92373 | Accounting | $21,139 |
BEST BEST & KRIEGER5 years Filed as: BEST BEST & KRIEGER LLP Service code 99 3390 UNIVERSITY AVENUE 5TH FLOOR · RIVERSIDE, CA 92501 | Other Fees | $15,298 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,206 | $82,188+28.0% | $125,391-16.1% | $64,824+62.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -14.27% | 3.50%-17.8pp | 572.41%-586.7pp | 32.84%-47.1pp |
| Employer contribution / active EE | $4,710 | $3,617+30.2% | $4,816-2.2% | $2,507+87.8% |
| Participant deferral / active EE | $9,666 | $7,177+34.7% | $7,448+29.8% | $4,311+124.2% |
| Admin fee / account holder | $185 | $163+13.2% | $10,009-98.2% | $188-1.7% |