Filed July 23, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $27,485 |
Service code 99 · EIN 47-1411118 | Other Fees | $18,695 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,958 | $122,063-34.5% | $184,256-56.6% | $74,478+7.4% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 10.80% | 19.92%-9.1pp | 28.85%-18.0pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $3,402 | $4,539-25.1% | $6,427-47.1% | $2,626+29.5% |
| Participant deferral / active EE | $4,556 | $7,144-36.2% | $9,133-50.1% | $4,350+4.7% |
| Admin fee / account holder | $580 | $1,253-53.7% | $13,899-95.8% | $1,946-70.2% |