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| Provider | Service type | Compensation |
|---|---|---|
HILLIN AND CLARK, PC1+ years Service code 10 364 SOUTH BROADVIEW STREET · CAPE GIRARDEAU, MO 63703 | Accounting | $5,690 |
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS, LLC Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $4,001 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,383 | $70,002-68.0% | $115,037-80.5% | $52,331-57.2% |
| Participation rate | 26.3% | 72.1%-45.8pp | 81.4%-55.1pp | 68.1%-41.8pp |
| Annual return | -2.34% | 4.04%-6.4pp | 26.14%-28.5pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,012 | $2,715-62.7% | $4,608-78.0% | $1,882-46.2% |
| Participant deferral / active EE | $610 | $4,920-87.6% | $6,026-89.9% | $3,022-79.8% |
| Admin fee / account holder | $192 | $566-66.1% | $8,175-97.7% | $592-67.6% |