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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT ADVISORS1+ years Service code 27 · EIN 48-1132247 | Advisory (Plan) | $29,756 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,542 | $88,324+10.4% | $115,038-15.2% | $55,191+76.7% |
| Participation rate | 97.8% | 72.5%+25.3pp | 81.4%+16.5pp | 69.2%+28.7pp |
| Annual return | 10.32% | 6.30%+4.0pp | 26.14%-15.8pp | 10.78%-0.5pp |
| Employer contribution / active EE | $5,620 | $2,805+100.4% | $4,608+22.0% | $1,899+196.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $65 | $105-38.1% | $8,175-99.2% | $91-28.1% |