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| Provider | Service type | Compensation |
|---|---|---|
WCG WEALTH ADVISORS, LLC4 years Service code 26 · EIN 47-1862922 8925 W POST RD · LAS VEGAS, NV 89148 | Advisory (Participants) | $72,404 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,105 | $129,227-65.9% | $184,260-76.1% | $77,736-43.3% |
| Participation rate | 63.2% | 87.4%-24.2pp | 86.8%-23.7pp | 70.6%-7.4pp |
| Annual return | 39.20% | 33.24%+6.0pp | 28.84%+10.4pp | 31.26%+7.9pp |
| Employer contribution / active EE | $1,166 | $4,412-73.6% | $6,427-81.9% | $2,728-57.2% |
| Participant deferral / active EE | $6,446 | $7,307-11.8% | $9,133-29.4% | $4,651+38.6% |
| Admin fee / account holder | $311 | $256+21.7% | $13,898-97.8% | $433-28.2% |