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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Service code 11 · EIN 27-1175487 | Actuarial | $74,071 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN BROTHERS HARRIMAN Service code 28 · EIN 13-4973745 | Investment Management | $24,434 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 42-1558009 | Contract Administrator | $8,851 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 2.22% | 11.57%-9.4pp | 380.71%-378.5pp | 11.45%-9.2pp |
| Employer contribution / active EE | $11,132 | $36,657-69.6% | $45,089-75.3% | $17,219-35.4% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |