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| Provider | Service type | Compensation |
|---|---|---|
O3 ANNUITY SERVICES LLC1 year Filed as: O3 ANNUITY SERVICES, LLC Service code 14 · EIN 82-3760435 | Plan Administrator | $50,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -0.89% | -10.02%+9.1pp | -4.80%+3.9pp | -5.25%+4.4pp |
| Employer contribution / active EE | $4,386 | $10,293-57.4% | $30,897-85.8% | $15,161-71.1% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |