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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 | $80,705-65.7% | $115,768-76.1% | $67,986-59.3% |
| Participation rate | 87.8% | 63.0%+24.9pp | 74.4%+13.4pp | 57.2%+30.6pp |
| Annual return | 14.19% | 18.49%-4.3pp | 100.46%-86.3pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,060 | $2,046-48.2% | $2,940-63.9% | $2,019-47.5% |
| Participant deferral / active EE | $3,351 | $3,559-5.8% | $4,917-31.8% | $3,358-0.2% |
| Admin fee / account holder | $172 | $4,135-95.8% | $12,439-98.6% | $3,203-94.6% |