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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC3 years Service code 27 7272 E. INDIAN SCHOOL RD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $15,934 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,604 |
PENSION STRATEGIES, LLC6+ years Service code 13 | Contract Administrator | $3,187 |
PENSION STRATEGIES, LLC3 years Filed as: PENSION STRATEGIES Service code 13 2141 E. HIGHLAND AVENUE · PHOENIX, AZ 85016 | Contract Administrator | $1,395 |
Employer contribution per participant 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 | $29,533 | $69,383-57.4% | $101,275-70.8% | $73,497-59.8% |
| Participation rate | 73.5% | 68.4%+5.2pp | 75.8%-2.3pp | 70.7%+2.9pp |
| Annual return | 26.26% | 18.46%+7.8pp | 46.48%-20.2pp | 28.51%-2.3pp |
| Employer contribution / active EE | $5 | $2,628-99.8% | $3,660-99.9% | $2,270-99.8% |
| Participant deferral / active EE | $2,653 | $3,301-19.6% | $4,371-39.3% | $3,740-29.1% |
| Admin fee / account holder | $183 | $704-73.9% | $5,948-96.9% | $513-64.3% |