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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 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 | $16,447 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $11,000 |
Participant contribution per participant 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 | $62,669 | $75,388-16.9% | $123,549-49.3% | $55,725+12.5% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.3%+14.1pp | 70.9%+25.5pp |
| Annual return | 9.22% | 4.48%+4.7pp | 119.20%-110.0pp | 244.93%-235.7pp |
| Employer contribution / active EE | $5,001 | $3,063+63.2% | $4,628+8.1% | $2,078+140.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $127 | $120+5.7% | $9,284-98.6% | $115+10.0% |