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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,670 |
WELLTH ADVISORY SERVICES LLC1+ years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $11,732 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,222 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $7,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,262 | $50,860-40.5% | $155,574-80.5% | $77,714-61.1% |
| Participation rate | 43.7% | 63.1%-19.5pp | 78.2%-34.6pp | 70.6%-26.9pp |
| Annual return | 76.77% | 34.86%+41.9pp | 64.87%+11.9pp | 31.26%+45.5pp |
| Employer contribution / active EE | $418 | $1,991-79.0% | $4,676-91.1% | $2,727-84.7% |
| Participant deferral / active EE | $863 | $2,825-69.5% | $5,629-84.7% | $4,649-81.4% |
| Admin fee / account holder | $195 | $436-55.4% | $15,914-98.8% | $433-55.1% |