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| Provider | Service type | Compensation |
|---|---|---|
TONNESON & COMPANY, PC1+ years Filed as: TONNESON & CO., PC Service code 10 · EIN 04-2943536 | Accounting | $13,864 |
STANDARD RETIREMENT SERVICES1+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $12,000 |
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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 | $0 | $211,396-100.0% | $313,292-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 4.3%-4.3pp |
| Annual return | -3.17% | -1.29%-1.9pp | -2.79%-0.4pp | 2.81%-6.0pp |
| Employer contribution / active EE | $5,347 | $11,225-52.4% | $39,327-86.4% | $16,358-67.3% |
| Participant deferral / active EE | $0 | $130-100.0% | $351-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,115-100.0% | $1,639-100.0% |