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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,576 |
STRATEGIES WEALTH ADVISORS2 years Filed as: STRATEGIES WEALTH ADVISORS LLC Service code 16 · EIN 46-1428191 | Consulting | $11,016 |
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 | $55,561 | $71,873-22.7% | $86,698-35.9% | $68,490-18.9% |
| Participation rate | 97.7% | 72.2%+25.5pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -12.52% | 3.54%-16.1pp | 35.96%-48.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,442 | $2,173+12.4% | $2,837-13.9% | $2,597-6.0% |
| Participant deferral / active EE | $2,542 | $3,779-32.7% | $4,656-45.4% | $4,028-36.9% |
| Admin fee / account holder | $412 | $6,110-93.3% | $7,492-94.5% | $5,403-92.4% |