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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $44,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,786 | $99,957+50.9% | $149,745+0.7% | $73,497+105.2% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 16.48% | 53.87%-37.4pp | 276.72%-260.2pp | 28.51%-12.0pp |
| Employer contribution / active EE | $5,510 | $3,191+72.7% | $4,646+18.6% | $2,270+142.7% |
| Participant deferral / active EE | $9,478 | $6,073+56.1% | $6,843+38.5% | $3,740+153.4% |
| Admin fee / account holder | $482 | $551-12.6% | $9,312-94.8% | $513-6.2% |