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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,642 | $64,705+43.2% | $62,929+47.2% | $67,986+36.3% |
| Participation rate | 96.6% | 65.6%+31.0pp | 73.1%+23.5pp | 57.2%+39.4pp |
| Annual return | 18.03% | 20.31%-2.3pp | 1063.93%-1045.9pp | 31.67%-13.6pp |
| Employer contribution / active EE | $3,443 | $2,376+44.9% | $2,505+37.5% | $2,019+70.6% |
| Participant deferral / active EE | $11,211 | $3,198+250.6% | $3,888+188.3% | $3,358+233.9% |
| Admin fee / account holder | $128 | $1,428-91.0% | $5,065-97.5% | $3,203-96.0% |