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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 26 · EIN 41-2016508 505 HIGHWAY 169 NORTH · PLYMOUTH, MN 55441 | Advisory (Participants) | $53,776 |
Service code 10 180 ADMIRAL COCHRANE DRIVE · ANNAPOLIS, MD 21401 | Accounting | $27,500 |
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 | $123,236 | $106,230+16.0% | $147,080-16.2% | $77,736+58.5% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.3pp | 70.6%+28.8pp |
| Annual return | 17.51% | 56.91%-39.4pp | 420.17%-402.7pp | 31.26%-13.8pp |
| Employer contribution / active EE | $5,848 | $4,072+43.6% | $4,933+18.5% | $2,728+114.4% |
| Participant deferral / active EE | $10,432 | $8,001+30.4% | $8,066+29.3% | $4,651+124.3% |
| Admin fee / account holder | $260 | $338-23.2% | $12,989-98.0% | $433-40.0% |