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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4+ years Service code 11 · EIN 27-1175487 | Actuarial | $95,738 |
COOK STREET CONSULTING4+ years Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $30,675 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 50 · EIN 34-1479833 | Direct Payment | $6,449 |
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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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -2.37% | -2.53%+0.2pp | -61.72%+59.4pp | -0.69%-1.7pp |
| Employer contribution / active EE | $20,725 | $37,001-44.0% | $47,703-56.6% | $16,786+23.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |