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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 15 · EIN 99-2539506 | Recordkeeping | $15,987 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,848 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,664 | $77,569-64.3% | $115,599-76.1% | $64,097-56.8% |
| Participation rate | 87.8% | 60.7%+27.2pp | 74.3%+13.5pp | 55.2%+32.6pp |
| Annual return | 14.19% | 18.52%-4.3pp | 111.10%-96.9pp | 34.64%-20.5pp |
| Employer contribution / active EE | $1,060 | $1,915-44.6% | $2,955-64.1% | $1,891-43.9% |
| Participant deferral / active EE | $3,351 | $3,327+0.7% | $4,889-31.5% | $3,080+8.8% |
| Admin fee / account holder | $172 | $4,470-96.2% | $12,841-98.7% | $3,454-95.0% |