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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $81,812 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS HARRIMAN Service code 28 · EIN 13-4973745 | Investment Management | $50,395 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 42-1558009 | Contract Administrator | $7,655 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 12.61% | 13.54%-0.9pp | 13.48%-0.9pp | 16.32%-3.7pp |
| Employer contribution / active EE | $11,530 | $37,659-69.4% | $47,067-75.5% | $17,007-32.2% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |