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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS Service code 27 7272 E. INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $8,522 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,010 | $75,183-49.4% | $123,892-69.3% | $55,167-31.1% |
| Participation rate | 39.0% | 72.8%-33.8pp | 81.4%-42.4pp | 69.0%-30.0pp |
| Annual return | 64.75% | 19.01%+45.7pp | 47.52%+17.2pp | 169.23%-104.5pp |
| Employer contribution / active EE | $314 | $2,823-88.9% | $4,617-93.2% | $1,963-84.0% |
| Participant deferral / active EE | $2,691 | $5,084-47.1% | $5,984-55.0% | $3,054-11.9% |
| Admin fee / account holder | $248 | $663-62.6% | $8,357-97.0% | $504-50.8% |