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| Provider | Service type | Compensation |
|---|---|---|
COLDSTREAM WEALTH MANAGEMENT2 years Filed as: COLDSTREAM WEALTH MANAGEMENT, LLC Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $61,603 |
Filed as: PC RETIREMENT, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $47,945 |
BRINKER CAPITAL6 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 22-2799756 | Investment Management | $0 |
Participant contribution per participant 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 | $37,955 | $145,174-73.9% | $182,262-79.2% | $69,255-45.2% |
| Participation rate | 78.7% | 77.3%+1.4pp | 84.2%-5.5pp | 69.0%+9.6pp |
| Annual return | 11.15% | 24.21%-13.1pp | 140.60%-129.4pp | 26.73%-15.6pp |
| Employer contribution / active EE | $1,365 | $4,864-71.9% | $5,046-72.9% | $2,645-48.4% |
| Participant deferral / active EE | $1,053 | $7,703-86.3% | $8,276-87.3% | $2,890-63.6% |
| Admin fee / account holder | $277 | $791-65.0% | $16,712-98.3% | $733-62.2% |