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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 233 S WACKER DR, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $35,431 |
FIDUCIENT ADVISORS LLC1 year Service code 27 | Advisory (Plan) | $30,637 |
US BANK3 years Service code 21 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $28,169 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 27 · EIN 36-4001766 500 W MADISON, SUITE 3855 · CHICAGO, IL 60651 | Advisory (Plan) | $10,381 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $97,450-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 41.9%-41.9pp | 3.6%-3.6pp |
| Annual return | 4.42% | 11.84%-7.4pp | 10.56%-6.1pp | 11.84%-7.4pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $28,542-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $484-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,464-100.0% | $409-100.0% |