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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP - FBO WHARTONHILL ADVISORS Service code 16 · EIN 59-3331424 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,850 |
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 | $175,204 | $80,753+117.0% | $136,298+28.5% | $62,293+181.3% |
| Participation rate | 90.9% | 73.5%+17.4pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 17.47% | 35.83%-18.4pp | 5156.27%-5138.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $7,321 | $2,884+153.9% | $4,696+55.9% | $2,042+258.5% |
| Participant deferral / active EE | $9,932 | $5,164+92.3% | $6,247+59.0% | $3,169+213.4% |
| Admin fee / account holder | $27 | $525-94.9% | $9,244-99.7% | $479-94.4% |