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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC6 years Service code 11 · EIN 27-1175487 | Actuarial | $72,322 |
MORGAN STANLEY SMITH BARNEY5 years Service code 28 · EIN 13-2655998 | Investment Management | $47,765 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 13.97% | 7.25%+6.7pp | 5.04%+8.9pp | 8.21%+5.8pp |
| Employer contribution / active EE | $8,065 | $13,308-39.4% | $26,454-69.5% | $13,841-41.7% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |