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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC WEALTH PARTNERS4 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $53,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,636 |
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 | $178,893 | $93,617+91.1% | $135,982+31.6% | $75,177+138.0% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 16.78% | 30.89%-14.1pp | 68.32%-51.5pp | 160.75%-144.0pp |
| Employer contribution / active EE | $2,284 | $3,538-35.5% | $4,859-53.0% | $2,671-14.5% |
| Participant deferral / active EE | $12,654 | $6,406+97.5% | $7,760+63.1% | $4,126+206.7% |
| Admin fee / account holder | $624 | $6,980-91.1% | $10,767-94.2% | $5,651-89.0% |