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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Service code 11 · EIN 21-1175487 | Actuarial | $80,105 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 21 · EIN 13-2614959 | Bank Trustee | $22,680 |
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 10 · EIN 25-1408703 | Accounting | $10,783 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | 0.70% | 5.09%-4.4pp | 4.74%-4.0pp | 7.18%-6.5pp |
| Employer contribution / active EE | $15,808 | $33,192-52.4% | $46,220-65.8% | $13,095+20.7% |
| 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% |