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| Provider | Service type | Compensation |
|---|---|---|
WNA WEALTH ADVISORS, INC.1+ years Service code 27 · EIN 36-3902860 120 E. OGDEN AVE. · HINSDALE, IL 60525 | Advisory (Plan) | $29,323 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,981 | $42,772+122.1% | $87,502+8.5% | $55,167+72.2% |
| Participation rate | 37.4% | 66.5%-29.1pp | 73.8%-36.5pp | 69.0%-31.6pp |
| Annual return | 8.59% | 21.20%-12.6pp | 12.21%-3.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $519 | $461+12.6% | $4,221-87.7% | $504+3.0% |