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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $50,000 |
ALLEN, GIBBS & HOULIK, L.C.2 years Service code 15 · EIN 48-1032601 | Recordkeeping | $40,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,845 | $101,672+171.3% | $147,117+87.5% | $74,478+270.4% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 13.48% | 8757.83%-8744.3pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $6,173 | $3,813+61.9% | $4,932+25.2% | $2,626+135.1% |
| Participant deferral / active EE | $9,714 | $7,305+33.0% | $8,065+20.5% | $4,350+123.3% |
| Admin fee / account holder | $613 | $1,753-65.0% | $12,993-95.3% | $1,946-68.5% |