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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $187,285 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $55,477 |
Plan reported corrective distributions (failed ADP/ACP testing).
Adverse opinion - the financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,934 | $161,888-10.5% | $147,318-1.6% | $100,573+44.1% |
| Participation rate | 96.9% | 78.1%+18.8pp | 82.1%+14.9pp | 70.9%+26.0pp |
| Annual return | 17.28% | 22.84%-5.6pp | 70.43%-53.1pp | 18.89%-1.6pp |
| Employer contribution / active EE | $3,862 | $5,949-35.1% | $4,593-15.9% | $3,763+2.6% |
| Participant deferral / active EE | $10,388 | $9,384+10.7% | $7,906+31.4% | $4,921+111.1% |
| Admin fee / account holder | $124 | $198-37.3% | $13,708-99.1% | $454-72.6% |