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| Provider | Service type | Compensation |
|---|---|---|
STRATOS WEALTH PARTNERS3 years Service code 27 · EIN 27-5273468 | Advisory (Plan) | $96,910 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $3,598 |
EMPLOYEE PLAN COMPLIANCE COMPANY8+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,391 | $81,948-11.7% | $90,766-20.2% | $64,824+11.7% |
| Participation rate | 90.1% | 80.5%+9.6pp | 75.7%+14.4pp | 71.5%+18.6pp |
| Annual return | -13.83% | -12.53%-1.3pp | -12.16%-1.7pp | 32.84%-46.7pp |
| Employer contribution / active EE | $4,425 | $3,067+44.3% | $2,922+51.5% | $2,507+76.5% |
| Participant deferral / active EE | $3,343 | $4,844-31.0% | $4,565-26.8% | $4,311-22.5% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |