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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $50,600 |
WELLS FARGO BANK, N.A.1+ years Service code 12 · EIN 94-1347393 | Custodial (securities); Trustee (bank... | $24,357 |
GEFFEN MESHER1+ years Filed as: GEFFEN, MESHER & COMPANY, PC Service code 10 · EIN 93-1042710 | Accounting | $15,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -1.82% | -0.16%-1.7pp | -1.68%-0.1pp | 2.81%-4.6pp |
| Employer contribution / active EE | $25,365 | $33,118-23.4% | $44,959-43.6% | $16,358+55.1% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |