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| 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 | $55,446+21.3% | $155,574-56.8% | $74,429-9.6% |
| Participation rate | 65.3% | 61.9%+3.4pp | 78.2%-12.9pp | 67.2%-1.9pp |
| Annual return | 11.63% | 269.20%-257.6pp | 64.87%-53.2pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,140 | $2,266-49.7% | $4,676-75.6% | $2,625-56.6% |
| Participant deferral / active EE | $2,630 | $2,836-7.3% | $5,629-53.3% | $4,348-39.5% |
| Admin fee / account holder | $1,137 | $1,743-34.8% | $15,914-92.9% | $1,944-41.5% |