Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC WEALTH MANAGEMENT3 years Service code 13 · EIN 83-2425992 4639 CORONA DR, STE 26 · CORPUS CHRISTI, TX 78411 | Contract Administrator | $104,168 |
Service code 13 · EIN 23-3038464 1801 MARKET SERVICE · PHILADELPHIA, PA 19103 | Contract Administrator | $50,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,268 | $55,470+21.3% | $155,556-56.8% | $74,478-9.7% |
| Participation rate | 65.3% | 61.9%+3.4pp | 78.2%-12.9pp | 67.2%-1.9pp |
| Annual return | 11.63% | 269.80%-258.2pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,140 | $2,267-49.7% | $4,675-75.6% | $2,626-56.6% |
| Participant deferral / active EE | $2,630 | $2,838-7.3% | $5,631-53.3% | $4,350-39.5% |
| Admin fee / account holder | $1,137 | $1,744-34.8% | $15,885-92.8% | $1,946-41.6% |