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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT ADVISORS2 years Filed as: WEALTH MANAGMENT ADVISORS Service code 28 · EIN 48-1132247 | Investment Management | $16,187 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $84,718 | $155,795-45.6% | $136,298-37.8% | $69,631+21.7% |
| Participation rate | 98.9% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.2pp |
| Annual return | 3.53% | 232464.33%-232460.8pp | 5156.27%-5152.7pp | 27571.02%-27567.5pp |
| Employer contribution / active EE | $7,910 | $2,991+164.5% | $4,696+68.4% | $2,032+289.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $39 | $128-69.4% | $9,244-99.6% | $110-64.5% |