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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. · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $25,769 |
PENSION STRATEGIES, LLC4+ years Service code 13 | Contract Administrator | $5,151 |
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES Service code 13 · EIN 20-0333992 | Contract Administrator | $2,210 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,802 | $37,591-68.6% | $90,657-87.0% | $55,725-78.8% |
| Participation rate | 93.7% | 66.4%+27.3pp | 74.0%+19.6pp | 70.9%+22.8pp |
| Annual return | 14.38% | -3.20%+17.6pp | 1.89%+12.5pp | 244.93%-230.6pp |
| Employer contribution / active EE | $2,252 | $1,302+73.0% | $2,532-11.0% | $2,078+8.4% |
| Participant deferral / active EE | $3,552 | $2,643+34.4% | $3,424+3.7% | $3,356+5.9% |
| Admin fee / account holder | $0 | $100-100.0% | $4,994-100.0% | $115-100.0% |