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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7+ years Service code 11 · EIN 27-1175487 | Actuarial | $130,920 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 27 · EIN 41-6257133 | Advisory (Plan) | $114,795 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $54,053 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 9.72% | 7.36%+2.4pp | 9.78%-0.1pp | 13.24%-3.5pp |
| Employer contribution / active EE | $132,679 | $40,685+226.1% | $46,889+183.0% | $14,616+807.7% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |