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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADIVSORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $33,213 |
Service code 14 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Plan Administrator | $13,282 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 PO BOX 89000 · BALTIMORE, MD 21289 | Recordkeeping | $5,910 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $115 |
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.)
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 | $109,952 | $55,446+98.3% | $155,574-29.3% | $74,429+47.7% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.7pp | 67.2%-14.7pp |
| Annual return | 9.61% | 269.20%-259.6pp | 64.87%-55.3pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $1,914 | $2,266-15.6% | $4,676-59.1% | $2,625-27.1% |
| Participant deferral / active EE | $2,775 | $2,836-2.2% | $5,629-50.7% | $4,348-36.2% |
| Admin fee / account holder | $335 | $1,743-80.8% | $15,914-97.9% | $1,944-82.8% |