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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $48,225 |
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 | $246,019 | $99,957+146.1% | $149,730+64.3% | $73,493+234.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.97% | 53.87%-35.9pp | 276.70%-258.7pp | 28.51%-10.5pp |
| Employer contribution / active EE | $6,671 | $3,191+109.1% | $4,645+43.6% | $2,270+193.9% |
| Participant deferral / active EE | $8,314 | $6,073+36.9% | $6,843+21.5% | $3,740+122.3% |
| Admin fee / account holder | $571 | $551+3.7% | $9,310-93.9% | $513+11.3% |