| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,673 |
KILPATRICK TOWNSEND3+ years Service code 16 · EIN 58-0511774 | Consulting | $43,983 |
Filed as: CONSOLIDATED NUCLEAR SECURITY Service code 16 · EIN 45-4482782 | Consulting | $29,457 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,519 | $88,730+129.4% | $82,312+147.3% | $77,958+161.1% |
| Participation rate | 95.7% | 84.5%+11.1pp | 76.9%+18.8pp | 71.6%+24.0pp |
| Annual return | 26.37% | 20.88%+5.5pp | 25.88%+0.5pp | 20.87%+5.5pp |
| Employer contribution / active EE | $4,590 | $2,758+66.4% | $2,428+89.0% | $2,310+98.7% |
| Participant deferral / active EE | $8,769 | $4,634+89.2% | $3,706+136.6% | $3,537+148.0% |
| Admin fee / account holder | $55 | $74-26.2% | $5,608-99.0% | $97-44.0% |