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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,389 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,424 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $5,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,641 | $79,223-18.4% | $102,460-36.9% | $74,478-13.2% |
| Participation rate | 93.3% | 74.8%+18.5pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 25.54% | 54.98%-29.4pp | 29.47%-3.9pp | 1370.56%-1345.0pp |
| Employer contribution / active EE | $931 | $2,363-60.6% | $3,025-69.2% | $2,626-64.6% |
| Participant deferral / active EE | $5,407 | $4,417+22.4% | $5,056+6.9% | $4,350+24.3% |
| Admin fee / account holder | $355 | $2,003-82.3% | $9,460-96.2% | $1,946-81.7% |