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| Provider | Service type | Compensation |
|---|---|---|
FLAHERTY FINANCIAL GROUP6 years Service code 26 · EIN 88-0515852 7300 STATE HWY · MCKINNEY, TX 75070 | Advisory (Participants) | $31,274 |
WEALTHPLUS HOLDINGS1 year Service code 15 · EIN 33-2140485 439 FIRST STREET · GREENPORT, NY 11944 | Recordkeeping | $13,975 |
FIDUCIARY WISE, LLC6 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,938 | $45,343+5.7% | $150,298-68.1% | $67,986-29.5% |
| Participation rate | 66.1% | 51.9%+14.3pp | 77.8%-11.6pp | 57.2%+8.9pp |
| Annual return | 15.92% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,031 | $1,462-29.5% | $4,154-75.2% | $2,019-48.9% |
| Participant deferral / active EE | $3,064 | $2,055+49.1% | $5,453-43.8% | $3,358-8.7% |
| Admin fee / account holder | $596 | $2,250-73.5% | $14,116-95.8% | $3,203-81.4% |