Filed April 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC WEALTH PARTNERS2 years Service code 26 · EIN 47-2046833 | Advisory (Participants) | $32,458 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,224 | $121,341-20.7% | $189,513-49.2% | $79,386+21.2% |
| Participation rate | 80.5% | 86.1%-5.6pp | 87.8%-7.3pp | 70.7%+9.8pp |
| Annual return | 16.06% | 21.08%-5.0pp | 555.15%-539.1pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,847 | $3,915-52.8% | $6,162-70.0% | $2,427-23.9% |
| Participant deferral / active EE | $4,130 | $6,395-35.4% | $8,221-49.8% | $4,046+2.1% |
| Admin fee / account holder | $303 | $651-53.5% | $12,045-97.5% | $626-51.6% |