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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MGT, LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $57,654 |
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 | $142,595 | $163,671-12.9% | $155,534-8.3% | - |
| Participation rate | 97.6% | 63.4%+34.2pp | 78.2%+19.4pp | - |
| Annual return | 16.24% | 19.35%-3.1pp | 64.92%-48.7pp | - |
| Employer contribution / active EE | $5,264 | $2,499+110.6% | $4,675+12.6% | - |
| Participant deferral / active EE | $4,887 | $2,935+66.5% | $5,630-13.2% | - |
| Admin fee / account holder | $436 | $97,433-99.6% | $15,900-97.3% | - |