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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH TEAMS ALLIANCE INC Service code 27 · EIN 46-1648878 | Advisory (Plan) | $31,750 |
Filed as: BARBICH HOOPER KING DILL HOFFMAN L Service code 10 · EIN 93-3215332 | Accounting | $11,400 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,106 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,846 | $58,275+45.6% | $81,844+3.7% | $80,935+4.8% |
| Participation rate | 47.5% | 63.5%-16.0pp | 72.4%-24.9pp | 67.7%-20.2pp |
| Annual return | 10.76% | 41.82%-31.1pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,277 | $2,346-3.0% | $2,916-21.9% | $2,757-17.4% |
| Participant deferral / active EE | $5,444 | $3,285+65.7% | $4,323+25.9% | $4,299+26.6% |
| Admin fee / account holder | $453 | $4,749-90.5% | $7,355-93.8% | $6,924-93.5% |