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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Filed as: OCTOBER THREE Service code 11 233 SOUTH WACKER DRIVE SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $61,676 |
THE INVESTMENT COUNSEL COMPANY6+ years Filed as: 19/19 INVESTMENT COUNSEL Service code 28 ONE SOUTH STREET SUITE 2500 · BALTIMORE, MD 21202 | Investment Management | $47,196 |
THOMPSON HINE3 years Service code 29 127 PUBLIC SQUARE, 3900 KEY TOWER · CLEVELAND, OH 44114 | Legal | $16,752 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-2723087 | Securities Custodian | $16,490 |
HW&CO.6+ years Service code 10 · EIN 34-1663157 | Accounting | $11,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 12.20% | 9.03%+3.2pp | 90.61%-78.4pp | 9.29%+2.9pp |
| Employer contribution / active EE | $12,821 | $14,065-8.8% | $32,730-60.8% | $15,168-15.5% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |