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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,323 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $36,017 |
KATZ, SAPPER & MILLER1 year Filed as: KSM CPA AND ADVISORS Service code 10 · EIN 35-1090346 | Accounting | $6,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,406 | $103,024-55.9% | $112,040-59.5% | $79,634-43.0% |
| Participation rate | 99.4% | 80.6%+18.9pp | 76.5%+22.9pp | 62.5%+36.9pp |
| Annual return | 12.41% | 17.60%-5.2pp | 24.52%-12.1pp | 36.46%-24.1pp |
| Employer contribution / active EE | $792 | $3,015-73.7% | $2,954-73.2% | $2,529-68.7% |
| Participant deferral / active EE | $4,538 | $5,233-13.3% | $5,098-11.0% | $3,835+18.4% |
| Admin fee / account holder | $292 | $465-37.2% | $12,098-97.6% | $1,002-70.9% |