| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,797 |
KILPATRICK TOWNSEND2+ years Service code 10 · EIN 58-0511774 | Accounting | $31,893 |
Filed as: CONSOLIDATED NUCLEAR SECURITY Service code 10 · EIN 45-4482782 | Accounting | $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 | $168,941 | $80,211+110.6% | $74,184+127.7% | $63,975+164.1% |
| Participation rate | 97.9% | 84.2%+13.7pp | 76.6%+21.2pp | 71.1%+26.7pp |
| Annual return | 6.25% | 14.13%-7.9pp | 17.74%-11.5pp | 48.65%-42.4pp |
| Employer contribution / active EE | $4,514 | $2,553+76.8% | $2,370+90.5% | $2,182+106.9% |
| Participant deferral / active EE | $8,943 | $4,370+104.6% | $3,550+151.9% | $3,356+166.4% |
| Admin fee / account holder | $19 | $67-71.7% | $5,586-99.7% | $70-73.0% |