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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,402 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,400 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $21,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,415 | $122,128+9.2% | $147,080-9.3% | $199,960-33.3% |
| Participation rate | 95.7% | 78.2%+17.5pp | 82.2%+13.5pp | 72.0%+23.7pp |
| Annual return | 15.15% | 30.58%-15.4pp | 420.17%-405.0pp | 34.28%-19.1pp |
| Employer contribution / active EE | $3,563 | $4,093-12.9% | $4,933-27.8% | $3,036+17.4% |
| Participant deferral / active EE | $9,229 | $8,484+8.8% | $8,066+14.4% | $5,087+81.4% |
| Admin fee / account holder | $149 | $180-17.0% | $12,989-98.9% | $269-44.7% |