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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 233 S WACKER DR, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $35,765 |
FIDUCIENT ADVISORS LLC3 years Service code 27 | Advisory (Plan) | $24,954 |
US BANK5 years Service code 21 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $19,468 |
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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 | $9,556,684-100.0% | $186,774-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 55.8%-55.8pp | 2.4%-2.4pp |
| Annual return | 9.73% | 22.81%-13.1pp | 7.78%+1.9pp | 22.81%-13.1pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $32,517-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $504-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $3,044-100.0% | $85,222-100.0% |