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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC2+ years Filed as: WEALTHPLAN ADVISORS, LLC Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $4,352 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,336 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,068 | $75,183-65.3% | $123,894-79.0% | $55,167-52.7% |
| Participation rate | 27.0% | 72.8%-45.8pp | 81.4%-54.4pp | 69.0%-41.9pp |
| Annual return | 7.07% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $998 | $2,823-64.7% | $4,617-78.4% | $1,963-49.1% |
| Participant deferral / active EE | $745 | $5,084-85.4% | $5,984-87.6% | $3,054-75.6% |
| Admin fee / account holder | $92 | $663-86.2% | $8,357-98.9% | $504-81.8% |