Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $6,233 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,039 | $50,637-40.7% | $86,582-65.3% | $62,293-51.8% |
| Participation rate | 36.2% | 67.9%-31.7pp | 73.5%-37.3pp | 69.5%-33.3pp |
| Annual return | 17.86% | 20.80%-2.9pp | 965.08%-947.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $272 | $2,075-86.9% | $2,839-90.4% | $2,042-86.7% |
| Participant deferral / active EE | $1,504 | $2,611-42.4% | $3,609-58.3% | $3,169-52.6% |
| Admin fee / account holder | $28 | $413-93.2% | $4,904-99.4% | $479-94.2% |