Independence
× Customization
–––––––––––––––––––––
Best in
Class Service

Independence
× Customization
–––––––––––––––––––––
Exceeding Client
Expectations

Independence
× Customization
–––––––––––––––––––––
Favorable
Participant
Outcome

Independence
× Customization
–––––––––––––––––––––
Trusted
Business Partner

The Comperio Advantage
As a leading independent retirement plan consulting firm, we deliver conflict-free professional advice for all clients on a flat dollar fee. We begin with a comprehensive fiduciary process and tailor it to fit your specific needs.

CLIENT-FOCUSED

CONFLICT-FREE

Experienced

Com●pe●ri●o
PRONOUNCED /kOMˈPE.RI.Ō/
Latin: to disclose fully, find out with certainty
Industries We Serve

Manufacturing

manufacturing industry

Healthcare

Logistics & Distribution

Accounting / Finance

Tourism

Automotive

Environmental

Architectural Design & Development

Hi-Tech

Business Services

Construction

Legal

Executive Team

James R. Sotell, AIF®

Managing Director, Founder

Scott F. Fremer, CEBS

Director

Jarrott B. Heath

Director of Investments

Brian L. Spradling

Vice President of Operations
Locations

North Carolina Office:
51 Kilmayne Drive, Suite 304
Cary, North Carolina 27511
Phone: 800-479-9869

Pennsylvania Office:
McMurray Pennsylvania
Phone: 412-417-6645

In the News

Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to
Pensions & Investments (P&I)