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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $88,599 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $46,522 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $21,000 |
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| 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 | 10.16% | 7.94%+2.2pp | 9.78%+0.4pp | 11.84%-1.7pp |
| Employer contribution / active EE | $63,289 | $42,390+49.3% | $46,889+35.0% | $17,339+265.0% |
| 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% |