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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 51-0396365 | Advisory (Participants) | $35,045 |
HEADWATERS WEALTH MANAGEMENT4 years Filed as: HEADWATERS WEALTH MANAGMENT Service code 26 401 W FRONT ST · BOISE, ID 83702 | Advisory (Participants) | $15,863 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,065 | $65,071+501.0% | $143,770+172.0% | $66,923+484.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -18.16% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $27,837 | $2,361+1079.0% | $4,951+462.2% | $2,545+993.9% |
| Participant deferral / active EE | $16,858 | $2,919+477.4% | $5,638+199.0% | $4,237+297.8% |
| Admin fee / account holder | $298 | $502-40.7% | $14,673-98.0% | $593-49.8% |