Filed November 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $38,806 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 38-2685009 | Advisory (Plan) | $31,963 |
US BANK3 years Service code 21 · EIN 31-0841368 | Bank Trustee | $7,551 |
Filed as: ALERA GROUP INC. Service code 21 · EIN 81-4473358 | Bank Trustee | $6,789 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -4.28% | 9.98%-14.3pp | 9.17%-13.5pp | 8.21%-12.5pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |