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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 |
KSM CPA AND ADVISORS1 year 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 | $99,442-54.3% | $113,397-60.0% | $71,012-36.1% |
| Participation rate | 99.4% | 78.9%+20.5pp | 76.5%+22.9pp | 58.6%+40.9pp |
| Annual return | 12.41% | 17.93%-5.5pp | 23.20%-10.8pp | 37.67%-25.3pp |
| Employer contribution / active EE | $792 | $3,068-74.2% | $2,977-73.4% | $2,348-66.3% |
| Participant deferral / active EE | $4,538 | $4,915-7.7% | $5,076-10.6% | $3,246+39.8% |
| Admin fee / account holder | $292 | $535-45.4% | $11,957-97.6% | $1,167-75.0% |