Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,513 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $20,515 |
Filed as: HOLTHOUSE, CARLIN VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $10,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,805 | $76,383-28.3% | $121,663-55.0% | $64,340-14.8% |
| Participation rate | 65.1% | 60.4%+4.7pp | 74.5%-9.3pp | 55.2%+9.9pp |
| Annual return | 12.98% | 16.98%-4.0pp | 147.54%-134.6pp | 24.14%-11.2pp |
| Employer contribution / active EE | $224 | $1,943-88.5% | $3,020-92.6% | $1,862-88.0% |
| Participant deferral / active EE | $2,467 | $3,149-21.7% | $4,887-49.5% | $2,980-17.2% |
| Admin fee / account holder | $291 | $4,142-93.0% | $14,289-98.0% | $3,703-92.1% |