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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 | $101,539+67.6% | $147,041+15.7% | $74,400+128.7% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 13.25% | 8740.84%-8727.6pp | 419.21%-406.0pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $5,730 | $3,811+50.3% | $4,935+16.1% | $2,624+118.3% |
| Participant deferral / active EE | $10,957 | $7,304+50.0% | $8,071+35.8% | $4,348+152.0% |
| Admin fee / account holder | $441 | $1,749-74.8% | $13,006-96.6% | $1,944-77.3% |