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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 | $101,591+67.5% | $147,096+15.7% | $74,429+128.6% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 13.25% | 8746.45%-8733.2pp | 419.75%-406.5pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $5,730 | $3,813+50.3% | $4,936+16.1% | $2,625+118.3% |
| Participant deferral / active EE | $10,957 | $7,302+50.0% | $8,071+35.8% | $4,348+152.0% |
| Admin fee / account holder | $441 | $1,750-74.8% | $13,005-96.6% | $1,944-77.3% |