Filed November 14, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $46,139 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,765 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,765 | $42,886+60.3% | $88,946-22.7% | $85,563-19.6% |
| Participation rate | 77.5% | 37.9%+39.6pp | 68.8%+8.7pp | 66.0%+11.6pp |
| Annual return | 12.18% | 44.56%-32.4pp | 57.82%-45.6pp | 31.51%-19.3pp |
| Employer contribution / active EE | $2,405 | $1,147+109.7% | $2,555-5.9% | $2,654-9.4% |
| Participant deferral / active EE | $4,496 | $2,108+113.3% | $4,581-1.9% | $4,375+2.8% |
| Admin fee / account holder | $299 | $2,263-86.8% | $8,261-96.4% | $834-64.2% |