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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,785 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,071 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,662 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,328 | $54,193-7.1% | $93,681-46.3% | $77,692-35.2% |
| Participation rate | 93.0% | 63.9%+29.1pp | 68.7%+24.3pp | 70.6%+22.4pp |
| Annual return | 13.70% | 30.54%-16.8pp | 133.47%-119.8pp | 31.25%-17.6pp |
| Employer contribution / active EE | $811 | $1,168-30.5% | $2,422-66.5% | $2,726-70.2% |
| Participant deferral / active EE | $3,363 | $3,144+7.0% | $4,415-23.8% | $4,648-27.6% |
| Admin fee / account holder | $207 | $576-64.1% | $8,290-97.5% | $431-52.0% |