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| Provider | Service type | Compensation |
|---|---|---|
STRATOS WEALTH PARTNERS4 years Service code 27 · EIN 27-5273468 | Advisory (Plan) | $91,672 |
EMPLOYEE PLAN COMPLIANCE COMPANY9+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $14,473 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $4,592 |
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 | $80,370 | $84,784-5.2% | $98,461-18.4% | $74,460+7.9% |
| Participation rate | 90.9% | 81.5%+9.3pp | 75.2%+15.7pp | 70.7%+20.1pp |
| Annual return | 14.22% | 20.59%-6.4pp | 21.17%-7.0pp | 34.38%-20.2pp |
| Employer contribution / active EE | $4,652 | $3,364+38.3% | $3,049+52.6% | $2,638+76.4% |
| Participant deferral / active EE | $3,289 | $5,218-37.0% | $4,738-30.6% | $4,530-27.4% |
| Admin fee / account holder | $0 | $204-100.0% | $8,961-100.0% | $348-100.0% |