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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $280,192 |
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE CONSULTING, INC. Service code 11 · EIN 27-1175487 | Actuarial | $123,790 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,600 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 10.47% | 10.25%+0.2pp | 35.16%-24.7pp | 22.81%-12.3pp |
| Employer contribution / active EE | $136,460 | $45,684+198.7% | $46,401+194.1% | $18,290+646.1% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |