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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC10+ years Service code 11 · EIN 27-1503891 | Actuarial | $86,364 |
SEI INVESTMENTS8 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 19 · EIN 04-2452803 | Securities Custodian | $65,516 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $20,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 8.87% | 6.37%+2.5pp | 8.04%+0.8pp | 7.65%+1.2pp |
| Employer contribution / active EE | $32,161 | $48,951-34.3% | $42,693-24.7% | $20,582+56.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |