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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT ADVISORS2 years Filed as: WEALTH MANAGEMENT ADVISORS, LLC Service code 26 · EIN 13-4251514 50 WEST MAIN STREET · MILFORD, CT 06460 | Advisory (Participants) | $35,637 |
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Participant contribution per participant 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 | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 8.28% | 7.03%+1.2pp | 9.82%-1.5pp | 7.65%+0.6pp |
| Employer contribution / active EE | $13,654 | $15,106-9.6% | $30,322-55.0% | $20,582-33.7% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |