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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-5334534 | Pension Consulting | $36,000 |
Filed as: KESTRA ADVISOR SERVICES Service code 28 · EIN 35-2552359 | Investment Management | $23,177 |
WELLS FARGO BANK, N.A.1 year Service code 19 · EIN 94-1347393 | Securities Custodian | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,017 | $155,795-61.5% | $136,298-56.0% | $69,631-13.8% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 9.03% | 232464.33%-232455.3pp | 5156.27%-5147.2pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $4,694 | $2,991+56.9% | $4,6960% | $2,032+131.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $151 | $128+17.7% | $9,244-98.4% | $110+36.7% |