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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $114,479 |
BMO HARRIS BANK NA5+ years Filed as: BMO FINANCIAL GROUP Service code 21 · EIN 39-1186267 | Bank Trustee | $41,877 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 21 · EIN 91-2052098 | Bank Trustee | $17,975 |
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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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 18.13% | 17.70%+0.4pp | 13.48%+4.6pp | 53.27%-35.1pp |
| Employer contribution / active EE | $29,444 | $40,511-27.3% | $47,067-37.4% | $14,774+99.3% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |