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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,110 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,888 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,545 | $89,465-78.2% | $165,071-88.2% | $77,736-74.9% |
| Participation rate | 89.8% | 78.6%+11.2pp | 78.6%+11.2pp | 70.6%+19.2pp |
| Annual return | 21.00% | 28.86%-7.9pp | 70.17%-49.2pp | 31.26%-10.3pp |
| Employer contribution / active EE | $1,620 | $2,565-36.8% | $4,347-62.7% | $2,728-40.6% |
| Participant deferral / active EE | $4,065 | $4,904-17.1% | $6,035-32.6% | $4,651-12.6% |
| Admin fee / account holder | $167 | $340-50.8% | $12,695-98.7% | $433-61.4% |