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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 16 · EIN 20-4798483 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,051 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,044 | $88,122+201.9% | $141,162+88.5% | $67,579+293.7% |
| Participation rate | 99.0% | 76.5%+22.5pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 20.99% | 75.40%-54.4pp | 71.39%-50.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $8,544 | $3,224+165.0% | $4,735+80.4% | $2,148+297.8% |
| Participant deferral / active EE | $7,531 | $5,958+26.4% | $6,709+12.2% | $3,539+112.8% |
| Admin fee / account holder | $186 | $131+42.3% | $10,261-98.2% | $142+30.9% |