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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,515 |
WEALTHPLAN ADVISORS LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $54,643 |
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 | $31,381 | $51,447-39.0% | $104,625-70.0% | $73,412-57.3% |
| Participation rate | 97.5% | 68.2%+29.3pp | 74.1%+23.4pp | 72.2%+25.3pp |
| Annual return | 23.61% | 25.06%-1.4pp | 340.60%-317.0pp | 59.30%-35.7pp |
| Employer contribution / active EE | $3,197 | $1,441+121.8% | $2,681+19.2% | $2,234+43.1% |
| Participant deferral / active EE | $5,461 | $3,058+78.6% | $3,738+46.1% | $3,806+43.5% |
| Admin fee / account holder | $202 | $122+65.6% | $6,465-96.9% | $158+28.0% |