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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLDSTREAM CAPITAL MANAGEMENT Service code 99 | Other Fees | $34,375 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $27,790 |
CABLE HILL PARTNERS4 years Service code 99 | Other Fees | $20,833 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 · EIN 99-1405547 | Other Fees | $14,554 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC. Service code 99 · EIN 93-0998477 | Other Fees | $12,934 |
CABLE HILL PARTNERS4 years Filed as: CABLE HILL PARTNERS, LLC Service code 99 · EIN 46-4959656 | Other Fees | $0 |
Filed as: COLDSTREAM CAPITAL MANAGEMENT INC. Service code 99 · EIN 93-1052371 | Other Fees | $0 |
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 | $107,876 | $92,224+17.0% | $105,223+2.5% | $79,634+35.5% |
| Participation rate | 88.1% | 69.2%+18.9pp | 75.0%+13.1pp | 62.5%+25.6pp |
| Annual return | 18.95% | 88.65%-69.7pp | 180.65%-161.7pp | 36.46%-17.5pp |
| Employer contribution / active EE | $6,560 | $3,965+65.5% | $3,689+77.9% | $2,529+159.4% |
| Participant deferral / active EE | $10,295 | $3,834+168.5% | $5,072+103.0% | $3,835+168.5% |
| Admin fee / account holder | $324 | $1,121-71.1% | $8,859-96.3% | $1,002-67.7% |