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| Provider | Service type | Compensation |
|---|---|---|
STANDARD RETIREMENT SERVICES1+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $31,175 |
NPTIC1+ years Service code 28 · EIN 23-2767832 | Investment Management | $30,455 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 0.49% | 5.09%-4.6pp | 5.00%-4.5pp | 7.18%-6.7pp |
| Employer contribution / active EE | $394 | $7,393-94.7% | $35,918-98.9% | $13,095-97.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |