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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 51 200 RIVER DON · WILLIAMSBURG, VA 23188 | Investment Mgmt Fees | $24,473 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $15,828 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,954 |
Filed as: HESS STEWART & CAMPBELL Service code 10 · EIN 55-0657218 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $187,054 | $89,123+109.9% | $102,460+82.6% | $77,762+140.5% |
| Participation rate | 90.1% | 80.9%+9.2pp | 76.5%+13.6pp | 70.6%+19.5pp |
| Annual return | 6.86% | 25.05%-18.2pp | 29.47%-22.6pp | 31.27%-24.4pp |
| Employer contribution / active EE | $12,304 | $2,700+355.7% | $3,025+306.7% | $2,728+351.0% |
| Participant deferral / active EE | $2,430 | $5,148-52.8% | $5,056-51.9% | $4,651-47.8% |
| Admin fee / account holder | $452 | $236+91.8% | $9,460-95.2% | $433+4.5% |