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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC9+ years Service code 11 · EIN 27-1503891 | Actuarial | $79,917 |
SEI INVESTMENTS7 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $58,715 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $21,775 |
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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 | 11.74% | 10.25%+1.5pp | 35.16%-23.4pp | 22.81%-11.1pp |
| Employer contribution / active EE | $34,933 | $45,684-23.5% | $46,401-24.7% | $18,290+91.0% |
| 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% |