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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $45,598 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,250 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 13 · EIN 04-2530412 | Contract Administrator | $5,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,138 | $31,741+124.1% | $56,025+27.0% | $200,096-64.4% |
| Participation rate | 14.7% | 32.3%-17.6pp | 52.5%-37.8pp | 72.0%-57.3pp |
| Annual return | 16.96% | 14.72%+2.2pp | 1712.69%-1695.7pp | 34.26%-17.3pp |
| Employer contribution / active EE | $332 | $508-34.5% | $1,042-68.1% | $3,038-89.1% |
| Participant deferral / active EE | $728 | $1,184-38.5% | $1,955-62.8% | $5,090-85.7% |
| Admin fee / account holder | $414 | $426-2.8% | $2,828-85.4% | $269+53.8% |