| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,362 |
KILPATRICK TOWNSEND2+ years Service code 10 · EIN 58-0511774 | Accounting | $34,512 |
Filed as: CONSOLIDATED NUCLEAR SECURITY LLC Service code 16 · EIN 45-4482782 | Consulting | $21,618 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,134 | $80,211+67.2% | $74,184+80.8% | $63,975+109.7% |
| Participation rate | 94.7% | 84.2%+10.5pp | 76.6%+18.0pp | 71.1%+23.5pp |
| Annual return | 6.12% | 14.13%-8.0pp | 17.74%-11.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $3,588 | $2,553+40.5% | $2,370+51.4% | $2,182+64.5% |
| Participant deferral / active EE | $6,551 | $4,370+49.9% | $3,550+84.6% | $3,356+95.2% |
| Admin fee / account holder | $90 | $67+34.4% | $5,586-98.4% | $70+28.2% |