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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 | $54,213-7.2% | $93,696-46.3% | $77,736-35.3% |
| Participation rate | 93.0% | 64.0%+29.0pp | 68.7%+24.3pp | 70.6%+22.4pp |
| Annual return | 13.70% | 30.55%-16.9pp | 133.74%-120.0pp | 31.26%-17.6pp |
| Employer contribution / active EE | $811 | $1,168-30.6% | $2,422-66.5% | $2,728-70.3% |
| Participant deferral / active EE | $3,363 | $3,145+6.9% | $4,417-23.9% | $4,651-27.7% |
| Admin fee / account holder | $207 | $575-64.1% | $8,287-97.5% | $433-52.3% |