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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC WEALTH PARTNERS2 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $57,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,229 |
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 | $178,863 | $104,479+71.2% | $159,474+12.2% | $79,391+125.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.06% | 67.98%-53.9pp | 263.68%-249.6pp | 116.88%-102.8pp |
| Employer contribution / active EE | $5,888 | $3,417+72.3% | $4,831+21.9% | $2,428+142.5% |
| Participant deferral / active EE | $11,621 | $6,468+79.7% | $7,353+58.0% | $4,046+187.2% |
| Admin fee / account holder | $678 | $711-4.7% | $10,802-93.7% | $627+8.2% |