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| Provider | Service type | Compensation |
|---|---|---|
WEALTHSPIRE ADVISORS LLC1 year Filed as: WEALTHSPIRE RETIREMENT ADVISORY Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,349 |
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 | $112,916 | $105,248+7.3% | $147,318-23.4% | $71,012+59.0% |
| Participation rate | 95.6% | 66.1%+29.5pp | 82.1%+13.6pp | 58.6%+37.1pp |
| Annual return | 46.70% | 26.02%+20.7pp | 70.43%-23.7pp | 37.67%+9.0pp |
| Employer contribution / active EE | $10,661 | $3,785+181.6% | $4,593+132.1% | $2,348+354.1% |
| Participant deferral / active EE | $22,025 | $6,452+241.4% | $7,906+178.6% | $3,246+578.5% |
| Admin fee / account holder | $165 | $862-80.8% | $13,708-98.8% | $1,167-85.8% |