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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC WEALTH PARTNERS3 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $52,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,585 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $156,609 | $82,678+89.4% | $125,391+24.9% | $68,490+128.7% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,529 | $6,111+88.6% | $7,448+54.8% | $4,028+186.2% |
| Admin fee / account holder | $621 | $6,277-90.1% | $10,009-93.8% | $5,403-88.5% |