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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $150,823 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 27 500 W MADISON · CHICAGO, IL 60661 | Advisory (Plan) | $75,007 |
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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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -7.53% | -2.09%-5.4pp | -1.68%-5.8pp | -0.60%-6.9pp |
| Employer contribution / active EE | $56,606 | $29,352+92.9% | $44,959+25.9% | $12,272+361.3% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |