Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $12,776 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,870 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,726 | $44,873-76.1% | $79,467-86.5% | $56,289-80.9% |
| Participation rate | 96.7% | 68.7%+28.0pp | 73.3%+23.3pp | 69.9%+26.8pp |
| Annual return | -10.08% | 0.81%-10.9pp | 718.30%-728.4pp | -9.96%-0.1pp |
| Employer contribution / active EE | $621 | $2,140-71.0% | $2,800-77.8% | $2,111-70.6% |
| Participant deferral / active EE | $2,195 | $2,746-20.1% | $3,704-40.7% | $3,350-34.5% |
| Admin fee / account holder | $11 | $418-97.4% | $5,104-99.8% | $521-97.9% |