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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $88,775 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 21 · EIN 81-6243181 | Bank Trustee | $51,197 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $16,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 8.74% | 8.15%+0.6pp | 8.04%+0.7pp | 8.76%0pp |
| Employer contribution / active EE | $76,586 | $60,767+26.0% | $42,693+79.4% | $16,664+359.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |