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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC WEALTH PARTNERS2 years Service code 26 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $37,188 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Claims processing; Custodial (securit... | $26,803 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 20 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Trustee (bank, trust company, or simi... | $9,448 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,657 | $72,303-31.3% | $86,698-42.7% | $64,824-23.4% |
| Participation rate | 93.0% | 80.4%+12.5pp | 76.6%+16.4pp | 71.5%+21.5pp |
| Annual return | -14.54% | 392.77%-407.3pp | 35.96%-50.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,765 | $2,393-26.3% | $2,837-37.8% | $2,507-29.6% |
| Participant deferral / active EE | $3,599 | $4,660-22.8% | $4,656-22.7% | $4,311-16.5% |
| Admin fee / account holder | $241 | $174+38.4% | $7,492-96.8% | $188+28.2% |