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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 | $37,423 |
SOLTIS INVESTMENT ADVISORS8 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $30,000 |
HALLIDAY FINANCIAL LLC3 years Filed as: HALLIDAY & COMPANY CPA'S Service code 10 PO BOX 246 · REDLANDS, CA 92373 | Accounting | $19,926 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,599 | $95,438+31.6% | $135,982-7.6% | $74,473+68.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.04% | 32.61%-15.6pp | 68.32%-51.3pp | 34.36%-17.3pp |
| Employer contribution / active EE | $5,095 | $3,878+31.4% | $4,859+4.9% | $2,638+93.1% |
| Participant deferral / active EE | $10,854 | $7,790+39.3% | $7,760+39.9% | $4,530+139.6% |
| Admin fee / account holder | $163 | $259-37.0% | $10,767-98.5% | $347-53.0% |