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| Provider | Service type | Compensation |
|---|---|---|
STANDARD RETIREMENT SERVICES6+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $24,350 |
TONNESON & COMPANY, PC2 years Filed as: TONNESON + CO., PC Service code 10 · EIN 04-2943536 | Accounting | $19,213 |
FIAM LLC2 years Filed as: FIAM GROUP TRUST Service code 28 · EIN 20-4659714 | Investment Management | $16,893 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 12.08% | 10.09%+2.0pp | 174.94%-162.9pp | 627.08%-615.0pp |
| Employer contribution / active EE | $3,545 | $12,251-71.1% | $38,590-90.8% | $18,824-81.2% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |