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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION1+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $34,353 |
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 | $60,599 | $51,769+17.1% | $57,356+5.7% | $52,331+15.8% |
| Participation rate | 93.8% | 75.2%+18.5pp | 75.1%+18.7pp | 68.1%+25.6pp |
| Annual return | 8.85% | 2.43%+6.4pp | 24.41%-15.6pp | 4.54%+4.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,759 | $2,794+34.5% | $3,162+18.9% | $3,022+24.4% |
| Admin fee / account holder | $121 | $295-59.1% | $3,357-96.4% | $592-79.6% |