| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,180 |
Filed as: CONSOLIDATED NUCLEAR SECURITY LLC Service code 16 · EIN 45-4482782 | Consulting | $29,457 |
KILPATRICK TOWNSEND3+ years Service code 16 · EIN 58-0511774 | Consulting | $17,776 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $141,156 | $88,730+59.1% | $82,312+71.5% | $77,958+81.1% |
| Participation rate | 93.0% | 84.5%+8.5pp | 76.9%+16.1pp | 71.6%+21.4pp |
| Annual return | 5.38% | 20.88%-15.5pp | 25.88%-20.5pp | 20.87%-15.5pp |
| Employer contribution / active EE | $3,838 | $2,758+39.2% | $2,428+58.1% | $2,310+66.1% |
| Participant deferral / active EE | $6,837 | $4,634+47.5% | $3,706+84.5% | $3,537+93.3% |
| Admin fee / account holder | $89 | $74+20.1% | $5,608-98.4% | $97-8.8% |