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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $131,212 |
NORTHERN TRUST COMPANY2+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $66,879 |
TOPEL FORMAN LLC1 year Filed as: TOPEL FORMAN, LLC Service code 10 · EIN 36-2469413 | Accounting | $14,800 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $7,600 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.73% | 4.43%+0.3pp | 4.74%0pp | 11.88%-7.2pp |
| Employer contribution / active EE | $78,300 | $35,917+118.0% | $46,220+69.4% | $14,612+435.9% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |