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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,426 |
STRATEGIC WEALTH PARTNERS5 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $29,112 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 | Advisory (Plan) | $11,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,175 | $101,672+67.4% | $147,117+15.7% | $74,478+128.5% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 13.25% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $5,730 | $3,813+50.3% | $4,932+16.2% | $2,626+118.2% |
| Participant deferral / active EE | $10,957 | $7,305+50.0% | $8,065+35.9% | $4,350+151.9% |
| Admin fee / account holder | $441 | $1,753-74.8% | $12,993-96.6% | $1,946-77.3% |