Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3+ years Service code 11 · EIN 21-1175487 | Actuarial | $82,483 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 21 · EIN 13-2614959 | Bank Trustee | $32,431 |
SCHNEIDER DOWNS & CO., INC.3+ years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 10 · EIN 25-1408703 | Accounting | $10,632 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 1.34% | 12.03%-10.7pp | 14.41%-13.1pp | 23.90%-22.6pp |
| Employer contribution / active EE | $15,501 | $30,615-49.4% | $45,283-65.8% | $16,539-6.3% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |