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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 233 S WACKER DR, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $106,463 |
US BANK1 year Service code 21 · EIN 31-0841368 US BANCORP CTR, MINNEAPOLIS · MINNEAPOLIS, MN 554027020 | Bank Trustee | $37,001 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 27 · EIN 36-4001764 500 W MADISON, SUITE 3855 · CHICAGO, IL 60651 | Advisory (Plan) | $35,781 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,244-100.0% | $143,222-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 57.6%-57.6pp | 2.8%-2.8pp |
| Annual return | 19.60% | 16.32%+3.3pp | 8.97%+10.6pp | 16.32%+3.3pp |
| Employer contribution / active EE | $9,767 | $17,007-42.6% | $37,026-73.6% | $17,007-42.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,023-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,546-100.0% | $127-100.0% |