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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $44,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,696 | $89,652+126.1% | $141,191+43.6% | $65,185+211.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.19% | 32.79%-9.6pp | 71.41%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $5,321 | $3,065+73.6% | $4,736+12.4% | $2,177+144.5% |
| Participant deferral / active EE | $7,774 | $5,691+36.6% | $6,710+15.9% | $3,514+121.2% |
| Admin fee / account holder | $592 | $569+4.1% | $10,264-94.2% | $847-30.1% |