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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC10+ years Filed as: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $108,138 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,554 | $106,230-6.3% | $147,080-32.3% | $77,736+28.1% |
| Participation rate | 93.8% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 16.87% | 56.91%-40.0pp | 420.17%-403.3pp | 31.26%-14.4pp |
| Employer contribution / active EE | $3,794 | $4,072-6.8% | $4,933-23.1% | $2,728+39.1% |
| Participant deferral / active EE | $13,421 | $8,001+67.7% | $8,066+66.4% | $4,651+188.6% |
| Admin fee / account holder | $377 | $338+11.3% | $12,989-97.1% | $433-13.1% |