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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN PARTNERS INC4 years Filed as: WEALTHPLAN PARTNERS LLC Service code 26 · EIN 81-4671791 | Advisory (Participants) | $29,926 |
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,555 | $77,503+23.3% | $100,391-4.8% | $80,856+18.2% |
| Participation rate | 79.0% | 76.9%+2.1pp | 81.5%-2.4pp | 67.6%+11.4pp |
| Annual return | 15.45% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,213 | $2,801-56.7% | $3,942-69.2% | $2,755-56.0% |
| Participant deferral / active EE | $4,111 | $6,820-39.7% | $8,082-49.1% | $4,296-4.3% |
| Admin fee / account holder | $601 | $5,897-89.8% | $7,899-92.4% | $6,918-91.3% |