Filed October 1, 2015
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FELTZ WEALTHPLAN INC1 year Filed as: FELTZ WEALTHPLAN, INC. Service code 26 · EIN 47-0784126 | Advisory (Participants) | $12,793 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,031 | $51,466-45.5% | $78,778-64.4% | $62,293-55.0% |
| Participation rate | 69.9% | 59.8%+10.1pp | 69.2%+0.7pp | 69.5%+0.4pp |
| Annual return | 22.93% | 19.96%+3.0pp | 35.62%-12.7pp | 28.90%-6.0pp |
| Employer contribution / active EE | $636 | $827-23.1% | $1,986-68.0% | $2,042-68.9% |
| Participant deferral / active EE | $3,351 | $2,147+56.0% | $2,958+13.3% | $3,169+5.7% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |