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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $78,183 |
COOK STREET CONSULTING5+ years Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $30,900 |
OCTOBER THREE CONSULTING LLC5+ years Service code 11 · EIN 27-1175487 | Actuarial | $12,696 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 50 · EIN 34-1479833 | Direct Payment | $11,934 |
Service code 10 · EIN 31-4442423 | Accounting | $5,200 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 10.89% | 13.54%-2.6pp | 13.48%-2.6pp | 16.32%-5.4pp |
| Employer contribution / active EE | $29,245 | $37,659-22.3% | $47,067-37.9% | $17,007+72.0% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |