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| Provider | Service type | Compensation |
|---|---|---|
V WEALTH MANAGEMENT LLC4+ years Service code 26 · EIN 26-4711671 6800 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,436 |
WCG WEALTH ADVISORS LLC1 year Filed as: WCG WEALTH ADVISORS, LLC Service code 26 · EIN 47-1862922 8925 W POST RD · LAS VEGAS, NV 89148 | Advisory (Participants) | $3,454 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,857 | $76,050+151.0% | $96,544+97.7% | $71,457+167.1% |
| Participation rate | 56.2% | 74.4%-18.2pp | 76.0%-19.7pp | 67.9%-11.7pp |
| Annual return | 1.00% | 22.81%-21.8pp | 25.84%-24.8pp | 28.85%-27.9pp |
| Employer contribution / active EE | $5,574 | $2,244+148.4% | $2,965+88.0% | $2,588+115.4% |
| Participant deferral / active EE | $639 | $4,215-84.8% | $4,851-86.8% | $4,289-85.1% |
| Admin fee / account holder | $153 | $2,707-94.4% | $8,252-98.2% | $1,587-90.4% |