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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $118,363 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 21 · EIN 81-6243181 | Bank Trustee | $104,453 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $15,750 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $14,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 10.97% | 11.98%-1.0pp | 35.16%-24.2pp | 37.77%-26.8pp |
| Employer contribution / active EE | $81,801 | $57,753+41.6% | $46,401+76.3% | $15,798+417.8% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |