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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC6 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 233 S WACKER DR, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $123,180 |
FIDUCIENT ADVISORS LLC2 years Service code 27 | Advisory (Plan) | $32,535 |
US BANK4 years Service code 21 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $26,719 |
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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 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -21.33% | 39.82%-61.1pp | -11.22%-10.1pp | 39.82%-61.1pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $32,882-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $579-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |