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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MGT, LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $44,750 |
WEALTHPLAN PARTNERS INC2 years Filed as: WEALTHPLAN PARTNERS, LLC Service code 26 · EIN 81-4671791 | Advisory (Participants) | $0 |
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 | $120,345 | $65,083+84.9% | $143,788-16.3% | $66,930+79.8% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -14.49% | -11.13%-3.4pp | -0.03%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $5,672 | $2,361+140.2% | $4,952+14.5% | $2,545+122.9% |
| Participant deferral / active EE | $5,425 | $2,920+85.8% | $5,638-3.8% | $4,238+28.0% |
| Admin fee / account holder | $384 | $502-23.6% | $14,675-97.4% | $593-35.4% |