Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7+ years Service code 11 · EIN 27-1175487 | Actuarial | $147,690 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP INC Service code 28 · EIN 23-1945930 | Investment Management | $80,324 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 1.96% | 7.94%-6.0pp | 9.78%-7.8pp | 11.84%-9.9pp |
| Employer contribution / active EE | $59,152 | $42,390+39.5% | $46,889+26.2% | $17,339+241.1% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |