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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 27 200 DRYDEN ROAD, · DRESHER, PA 19025 | Advisory (Plan) | $34,303 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,171 |
Filed as: STRATEGIC WEALTH PARTNERS GROUP LLC Service code 27 875 THIRD AVE · NEW YORK, NY 10022 | Advisory (Plan) | $10,523 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,970 | $89,123-47.3% | $102,460-54.2% | $77,762-39.6% |
| Participation rate | 84.2% | 80.9%+3.3pp | 76.5%+7.7pp | 70.6%+13.6pp |
| Annual return | 13.59% | 25.05%-11.5pp | 29.47%-15.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,512 | $2,700-44.0% | $3,025-50.0% | $2,728-44.6% |
| Participant deferral / active EE | $3,092 | $5,148-39.9% | $5,056-38.8% | $4,651-33.5% |
| Admin fee / account holder | $183 | $236-22.2% | $9,460-98.1% | $433-57.6% |