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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $251,872 |
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1175487 | Actuarial | $141,842 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COMPANY OF DELAWARE Service code 27 · EIN 35-7085469 | Advisory (Plan) | $5,108 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 7.21% | 8.15%-0.9pp | 8.04%-0.8pp | 8.76%-1.6pp |
| Employer contribution / active EE | $124,739 | $60,767+105.3% | $42,693+192.2% | $16,664+648.5% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |