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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ADVISORY GROUP, INC. Service code 27 · EIN 23-2739506 | Advisory (Plan) | $29,787 |
Filed as: FIDELITY INV. INSTITUTIONAL, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $21,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,847 | $66,302-5.2% | $110,243-43.0% | $56,289+11.7% |
| Participation rate | 60.1% | 74.9%-14.8pp | 79.8%-19.7pp | 69.9%-9.7pp |
| Annual return | -0.11% | -1.18%+1.1pp | 314.76%-314.9pp | -9.96%+9.8pp |
| Employer contribution / active EE | $976 | $2,047-52.3% | $3,827-74.5% | $2,111-53.8% |
| Participant deferral / active EE | $5,217 | $3,381+54.3% | $4,672+11.7% | $3,350+55.7% |
| Admin fee / account holder | $259 | $698-63.0% | $8,548-97.0% | $521-50.4% |