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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHYSICIAN WEALTH ADVISOR S, INC Service code 26 · EIN 87-0513295 | Advisory (Participants) | $159,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $599,909 | $55,446+982.0% | $155,574+285.6% | $74,429+706.0% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 19.06% | 269.20%-250.1pp | 64.87%-45.8pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $27,485 | $2,266+1112.9% | $4,676+487.8% | $2,625+947.1% |
| Participant deferral / active EE | $17,818 | $2,836+528.3% | $5,629+216.5% | $4,348+309.8% |
| Admin fee / account holder | $759 | $1,743-56.4% | $15,914-95.2% | $1,944-61.0% |