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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $84,169 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -12.98% | -11.16%-1.8pp | 10.22%-23.2pp | 39.82%-52.8pp |
| Employer contribution / active EE | $16,079 | $48,316-66.7% | $51,212-68.6% | $19,980-19.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |