Comperio Retirement Consulting

  • Financial Services
  • Cary NC
  • 2 employees
  • Financial Services
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Company Overview

Headquarters
51 Kilmayne Drive, Suite 304, Cary NC
Website
comperiorc.com
Phone
(800) 479-9869
Employees
2
Founded in
2006
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Comperio Retirement Consulting

Comperio Retirement Consulting is an independent retirement plan and investment consulting firm located in Cary, North Carolina. The firm employs four individuals and generates an annual revenue of $2.5 million. Comperio specializes in helping plan sponsors design and manage exceptional retirement plans. Their services encompass a wide range of areas, including fee analysis, investment strategies, plan design, and financial wellness programs. They cater to plan sponsors across the United States, assisting them in navigating complex challenges to achieve positive outcomes for their companies and employees. What sets Comperio apart is their unwavering client focus and commitment to independence. The firm operates solely as a retirement plan and investment consultant, devoid of any financial ties to products or vendors. This allows them to act as fiduciaries, guiding plan sponsors in making informed decisions that prioritize the best interests of their employees. Their proprietary, three-stage fiduciary framework ensures transparency and trust in the client relationship. For comprehensive retirement plan and investment consulting, you can reach Comperio Retirement Consulting through their website at compriorc.com.

Comperio Retirement Consulting Industry Tags

Investment Manager Selection Process & Ongoing Monitoring
Fiduciary Consulting
Benchmarking & Recordkeeper Searches
Target Date Fund Due Diligence
Employee Communications Consulting
Pension Plan Consulting
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Companies Similar to Comperio Retirement Consulting

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3M 1 Scottsdale, AZ 2012
3M 6 Dallas, TX 2014
3M 3 Urban Honolulu, HI
3M 3 Defiance, OH 1995
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FAQ

What is the location of Comperio Retirement Consulting's headquarters?
The headquarters of Comperio Retirement Consulting are situated at 51 Kilmayne Drive, Suite 304, Cary NC
What is Comperio Retirement Consulting's phone number?
Comperio Retirement Consulting's contact number is (800) 479-9869.
What is Comperio Retirement Consulting's official website?
The official website of Comperio Retirement Consulting can be found at comperiorc.com.
What is Comperio Retirement Consulting's current revenue?
As of February 2019, Comperio Retirement Consulting's annual revenue reached $3B.
How many employees does Comperio Retirement Consulting currently have?
Comperio Retirement Consulting employs approximately 2+ people as of February 2019
Which industries is Comperio Retirement Consulting primarily operating in?
Comperio Retirement Consulting operates in the following industries: Finance, Credit
What are Comperio Retirement Consulting's industry tags?
Comperio Retirement Consulting's industry tags include: Investment Manager Selection Process & Ongoing Monitoring, Fiduciary Consulting, Benchmarking & Recordkeeper Searches
When was Comperio Retirement Consulting founded?
Comperio Retirement Consulting was founded in 2006.

Employee Directory

Key Employees

Jarrott Heath

Director of Investments

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