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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC6+ years Service code 11 · EIN 21-1175487 | Actuarial | $60,994 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 21 · EIN 13-2614959 | Bank Trustee | $56,856 |
SCHNEIDER DOWNS & CO., INC.6+ years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 10 · EIN 25-1408703 | Accounting | $11,780 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 1.94% | 11.57%-9.6pp | 380.71%-378.8pp | 11.45%-9.5pp |
| Employer contribution / active EE | $16,977 | $36,657-53.7% | $45,089-62.3% | $17,219-1.4% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |