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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC WEALTH PARTNERS, LLC Service code 27 825 THIRD AVE 27TH FL · NEW YORK, NY 10022 | Advisory (Plan) | $33,606 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,254 |
Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 28 520 LAKE COOK ROAD SUITE 270 · DEERFILED, IL 60015 | Investment Management | $8,378 |
Filed as: HOWARD SIMON & ASSOCIATES,INC. Service code 15 304 SAUNDERS ROAD · RIVERSWOOD, IL 60015 | Recordkeeping | $4,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,147 | $89,093-65.0% | $102,434-69.6% | $77,736-59.9% |
| Participation rate | 71.3% | 80.9%-9.6pp | 76.5%-5.2pp | 70.6%+0.8pp |
| Annual return | 14.03% | 25.03%-11.0pp | 29.46%-15.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,045 | $2,699-61.3% | $3,023-65.4% | $2,728-61.7% |
| Participant deferral / active EE | $1,681 | $5,147-67.3% | $5,055-66.7% | $4,651-63.9% |
| Admin fee / account holder | $197 | $236-16.7% | $9,462-97.9% | $433-54.6% |