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| Provider | Service type | Compensation |
|---|---|---|
STRATOS WEALTH PARTNERS1 year Service code 27 · EIN 27-5273468 | Advisory (Plan) | $68,250 |
EMPLOYEE PLAN COMPLIANCE COMPANY6+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $10,004 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $5,584 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 51 3223 8TH STREET, SUITE 203 · METAIRIE, LA 70002 | Investment Mgmt Fees | $5,303 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,936 | $85,135-9.6% | $98,920-22.2% | $73,412+4.8% |
| Participation rate | 94.6% | 81.1%+13.5pp | 76.0%+18.6pp | 72.2%+22.5pp |
| Annual return | 12.24% | 19.14%-6.9pp | 196.47%-184.2pp | 59.30%-47.1pp |
| Employer contribution / active EE | $4,173 | $2,721+53.4% | $2,689+55.2% | $2,234+86.8% |
| Participant deferral / active EE | $2,866 | $4,349-34.1% | $4,245-32.5% | $3,806-24.7% |
| Admin fee / account holder | $58 | $139-58.2% | $6,643-99.1% | $158-63.2% |