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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 | Recordkeeping | $93,763 |
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT Service code 28 · EIN 85-4122522 | Investment Management | $83,420 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $44,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,437 | $45,022-21.3% | $85,240-58.4% | $200,096-82.3% |
| Participation rate | 46.8% | 45.8%+0.9pp | 67.5%-20.8pp | 72.0%-25.3pp |
| Annual return | 174.73% | 21.00%+153.7pp | 66.75%+108.0pp | 34.26%+140.5pp |
| Employer contribution / active EE | $1,004 | $1,374-26.9% | $2,735-63.3% | $3,038-66.9% |
| Participant deferral / active EE | $2,191 | $2,682-18.3% | $4,527-51.6% | $5,090-57.0% |
| Admin fee / account holder | $0 | $585-100.0% | $6,165-100.0% | $269-100.0% |