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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,608 |
WEALTHPLAN ADVISORS LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $14,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,936 | $39,286+55.1% | $80,741-24.5% | $79,391-23.2% |
| Participation rate | 27.6% | 41.0%-13.4pp | 54.2%-26.6pp | 70.7%-43.1pp |
| Annual return | 12.65% | 98.95%-86.3pp | 87.30%-74.7pp | 116.88%-104.2pp |
| Employer contribution / active EE | $478 | $594-19.5% | $1,160-58.8% | $2,428-80.3% |
| Participant deferral / active EE | $1,459 | $1,264+15.5% | $2,145-32.0% | $4,046-63.9% |
| Admin fee / account holder | $456 | $647-29.6% | $3,380-86.5% | $627-27.3% |