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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $36,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,033 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,483 |
CROWE LLP8+ years Filed as: CROWE HORWARTH Service code 10 · EIN 35-0921680 | Accounting | $7,809 |
Annual investment return 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 | $45,632 | $34,634+31.8% | $77,096-40.8% | $64,819-29.6% |
| Participation rate | 91.7% | 49.8%+41.9pp | 67.9%+23.8pp | 71.5%+20.3pp |
| Annual return | -19.96% | -5.31%-14.6pp | 42.35%-62.3pp | 32.84%-52.8pp |
| Employer contribution / active EE | $919 | $1,385-33.6% | $2,814-67.3% | $2,507-63.3% |
| Participant deferral / active EE | $5,226 | $2,553+104.7% | $4,429+18.0% | $4,311+21.2% |
| Admin fee / account holder | $88 | $178-50.7% | $5,428-98.4% | $188-53.2% |