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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.
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 | $110,483-65.6% | $145,433-73.9% | $79,634-52.3% |
| Participation rate | 78.7% | 71.1%+7.6pp | 82.1%-3.4pp | 62.5%+16.2pp |
| Annual return | 11.15% | 24.62%-13.5pp | 66.58%-55.4pp | 36.46%-25.3pp |
| Employer contribution / active EE | $1,365 | $4,053-66.3% | $4,554-70.0% | $2,529-46.0% |
| Participant deferral / active EE | $1,053 | $7,216-85.4% | $7,897-86.7% | $3,835-72.5% |
| Admin fee / account holder | $277 | $680-59.3% | $13,129-97.9% | $1,002-72.4% |