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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $88,266 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $26,038 |
BAKER TILLY US, LLP2 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $20,082 |
BOKF, NA4+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $11,731 |
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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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -6.67% | -2.53%-4.1pp | -61.72%+55.0pp | -0.69%-6.0pp |
| Employer contribution / active EE | $60,708 | $37,001+64.1% | $47,703+27.3% | $16,786+261.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |