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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $186,724 |
OCTOBER THREE CONSULTING LLC6+ years Service code 11 · EIN 27-1175487 | Actuarial | $176,506 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 9.63% | 11.57%-1.9pp | 380.71%-371.1pp | 11.45%-1.8pp |
| Employer contribution / active EE | $71,915 | $36,657+96.2% | $45,089+59.5% | $17,219+317.6% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |