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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPATH INVESTMENT ADVISORS2+ years Service code 27 · EIN 45-1484296 | Advisory (Plan) | $64,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,949 | $155,795-59.6% | $136,298-53.8% | $69,631-9.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 81.9%-18.3pp | 70.7%-7.0pp |
| Annual return | 12.85% | 232464.33%-232451.5pp | 5156.27%-5143.4pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $911 | $2,991-69.6% | $4,696-80.6% | $2,032-55.2% |
| Participant deferral / active EE | $3,047 | $5,394-43.5% | $6,247-51.2% | $3,224-5.5% |
| Admin fee / account holder | $430 | $128+235.3% | $9,244-95.3% | $110+289.4% |