Filed March 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $97,154 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $18,574 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $13,400 |
CITIBANK2 years Service code 27 · EIN 13-5266470 | Advisory (Plan) | $3,914 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | 21.75% | -11.16%+32.9pp | 10.22%+11.5pp | 39.82%-18.1pp |
| Employer contribution / active EE | $152,944 | $48,316+216.5% | $51,212+198.7% | $19,980+665.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |