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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $68,168 |
Service code 99 · EIN 47-1411118 | Other Fees | $23,274 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $20,434 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,710 | $55,470+14.9% | $155,556-59.0% | $74,478-14.5% |
| Participation rate | 65.4% | 61.9%+3.5pp | 78.2%-12.8pp | 67.2%-1.8pp |
| Annual return | 14.11% | 269.80%-255.7pp | 64.84%-50.7pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,349 | $2,267+47.8% | $4,675-28.4% | $2,626+27.5% |
| Participant deferral / active EE | $5,502 | $2,838+93.9% | $5,631-2.3% | $4,350+26.5% |
| Admin fee / account holder | $366 | $1,744-79.0% | $15,885-97.7% | $1,946-81.2% |