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| Provider | Service type | Compensation |
|---|---|---|
SMS RETIREMENT4 years Service code 11 · EIN 31-1140818 | Actuarial | $35,000 |
Filed as: FIDELITY BROKERAGE SERVICE LLC Service code 28 · EIN 04-3523439 | Investment Management | $17,143 |
KATZ TELLER BRANT & HILD1 year Filed as: KATZ TELLER Service code 29 · EIN 31-0794435 | Legal | $5,570 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 9.19% | 9.92%-0.7pp | 32.32%-23.1pp | 22.81%-13.6pp |
| Employer contribution / active EE | $7,498 | $16,139-53.5% | $33,960-77.9% | $18,290-59.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |