Filed March 16, 2016 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3+ years Service code 11 · EIN 27-1175487 | Actuarial | $297,158 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $145,182 |
ANSON CAPITAL INC3+ years Service code 27 160 GREENCASTLE ROAD · TYONE, GA 30290 | Advisory (Plan) | $34,500 |
BECHER DELLA TORRE GITTO & CO.3+ years Service code 10 · EIN 22-2625944 | Accounting | $21,575 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 10.34% | 15.82%-5.5pp | 16.78%-6.4pp | 17.84%-7.5pp |
| Employer contribution / active EE | $5,689 | $19,885-71.4% | $26,328-78.4% | $14,688-61.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |