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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Service code 11 · EIN 27-1175487 | Actuarial | $63,160 |
WELLS FARGO BANK, N.A.2+ years Service code 12 · EIN 94-1347393 | Investment advisory (plan); Claims pr... | $61,109 |
GEFFEN MESHER2+ years Filed as: GEFFEN, MESHER & COMPANY, PC Service code 10 · EIN 93-1042710 | Accounting | $15,750 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 7.01% | 4.43%+2.6pp | 4.74%+2.3pp | 11.88%-4.9pp |
| Employer contribution / active EE | $22,766 | $35,917-36.6% | $46,220-50.7% | $14,612+55.8% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |