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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 | $79,181-18.4% | $102,423-36.9% | $74,429-13.2% |
| Participation rate | 93.3% | 74.8%+18.5pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 25.54% | 54.97%-29.4pp | 29.42%-3.9pp | 1368.38%-1342.8pp |
| Employer contribution / active EE | $931 | $2,362-60.6% | $3,023-69.2% | $2,625-64.5% |
| Participant deferral / active EE | $5,407 | $4,416+22.4% | $5,054+7.0% | $4,348+24.4% |
| Admin fee / account holder | $355 | $2,002-82.2% | $9,455-96.2% | $1,944-81.7% |