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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL WEALTH ALLIANCE Service code 99 · EIN 83-1521174 | Other Fees | $31,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,114 | $89,225-36.0% | $133,698-57.3% | $74,478-23.3% |
| Participation rate | 97.8% | 69.4%+28.4pp | 76.4%+21.4pp | 67.2%+30.6pp |
| Annual return | 14.62% | 22.76%-8.1pp | 580.90%-566.3pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $16,459 | $2,816+484.6% | $4,218+290.2% | $2,626+526.7% |
| Participant deferral / active EE | $11,526 | $4,597+150.7% | $7,016+64.3% | $4,350+164.9% |
| Admin fee / account holder | $407 | $1,545-73.7% | $6,703-93.9% | $1,946-79.1% |