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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4+ years Service code 11 · EIN 27-1503891 | Actuarial | $48,849 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $43,441 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $22,400 |
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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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -4.75% | -2.53%-2.2pp | -61.72%+57.0pp | -0.69%-4.1pp |
| Employer contribution / active EE | $31,851 | $37,001-13.9% | $47,703-33.2% | $16,786+89.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |