Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC2+ years Filed as: WEALTH PLAN ADVISORS Service code 27 7272 E INDIAN SCHOOL ROAD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $24,305 |
Service code 60 | Sub-TA Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 1.56% | 5.80%-4.2pp | 4.74%-3.2pp | 11.88%-10.3pp |
| Employer contribution / active EE | $5,834 | $15,506-62.4% | $36,089-83.8% | $14,612-60.1% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |