Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC3+ years Filed as: WEALTH PLAN ADVISORS Service code 27 7272 E INDIAN SCHOOL ROAD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $20,805 |
CMFG LIFE INSURANCE COMPANY2 years Service code 11 · EIN 39-0230590 | Actuarial | $9,791 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 39-1563018 | Advisory (Plan) | $4,101 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 8.89% | 12.23%-3.3pp | 10.36%-1.5pp | 13.95%-5.1pp |
| Employer contribution / active EE | $6,387 | $18,059-64.6% | $37,738-83.1% | $16,598-61.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |