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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Filed as: OCTOBER THREE LLC Service code 11 · EIN 27-1175487 | Actuarial | $123,834 |
BMO HARRIS BANK NA2+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $34,032 |
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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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 6.72% | 5.09%+1.6pp | 4.74%+2.0pp | 7.18%-0.5pp |
| Employer contribution / active EE | $10,282 | $33,192-69.0% | $46,220-77.8% | $13,095-21.5% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |