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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,248 |
Filed as: V WEALTH ADVISORS LLC Service code 27 · EIN 26-4711671 | Advisory (Plan) | $19,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,100 | $48,592-58.6% | $185,827-89.2% | $90,274-77.7% |
| Participation rate | 25.6% | 66.2%-40.7pp | 78.0%-52.5pp | 73.4%-47.8pp |
| Annual return | 135.22% | 68.51%+66.7pp | 35.96%+99.3pp | 53.97%+81.2pp |
| Employer contribution / active EE | $98 | $1,389-92.9% | $4,087-97.6% | $2,523-96.1% |
| Participant deferral / active EE | $1,258 | $3,463-63.7% | $5,633-77.7% | $4,231-70.3% |
| Admin fee / account holder | $72 | $77-7.5% | $9,502-99.2% | $114-37.1% |