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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 |
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 | $37,955 | $112,596-66.3% | $152,301-75.1% | $64,728-41.4% |
| Participation rate | 78.7% | 63.6%+15.1pp | 82.4%-3.8pp | 57.9%+20.8pp |
| Annual return | 11.15% | 23.76%-12.6pp | 80.50%-69.4pp | 49.38%-38.2pp |
| Employer contribution / active EE | $1,365 | $3,716-63.3% | $4,624-70.5% | $2,243-39.1% |
| Participant deferral / active EE | $1,053 | $6,075-82.7% | $8,004-86.8% | $2,729-61.4% |
| Admin fee / account holder | $277 | $996-72.2% | $14,398-98.1% | $1,145-75.8% |