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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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,501 | $84,493+163.3% | $125,381+77.5% | $66,938+232.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.79% | -8.49%-8.3pp | 572.31%-589.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,710 | $3,554+60.7% | $4,815+18.6% | $2,545+124.4% |
| Participant deferral / active EE | $9,032 | $6,783+33.1% | $7,448+21.3% | $4,238+113.1% |
| Admin fee / account holder | $570 | $685-16.7% | $10,007-94.3% | $594-3.9% |