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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $72,496 |
SELDEN FOX, LTD.1 year Filed as: SELDEN FOX LTD Service code 10 · EIN 36-2985770 | Accounting | $25,922 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,746 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1517485 | Investment Management | $8,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 6.74% | 10.02%-3.3pp | 35.16%-28.4pp | 9.89%-3.2pp |
| Employer contribution / active EE | $4,103 | $18,708-78.1% | $46,401-91.2% | $14,313-71.3% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |