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| Provider | Service type | Compensation |
|---|---|---|
SMS RETIREMENT1 year Service code 11 · EIN 31-1140818 | Actuarial | $35,000 |
Filed as: FIDELITY BROKERAGE SERVICE LLC Service code 28 · EIN 04-3523439 | Investment Management | $14,933 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 13.22% | 9.03%+4.2pp | 90.61%-77.4pp | 627.08%-613.9pp |
| Employer contribution / active EE | $9,299 | $13,843-32.8% | $32,730-71.6% | $18,824-50.6% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |