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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3+ years Service code 11 · EIN 27-1175487 | Actuarial | $65,280 |
WELLS FARGO BANK, N.A.3+ years Service code 12 · EIN 94-1347393 | Investment advisory (plan); Custodial... | $65,068 |
GEFFEN MESHER3+ years Filed as: GEFFEN, MESHER & COMPANY, PC Service code 10 · EIN 93-1042710 | Accounting | $16,000 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 12.20% | 10.58%+1.6pp | 14.41%-2.2pp | 13.95%-1.7pp |
| Employer contribution / active EE | $22,114 | $37,352-40.8% | $45,283-51.2% | $16,598+33.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |