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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 12 · EIN 42-1466678 | Investment advisory (plan); Trustee (... | $117,300 |
OCTOBER THREE CONSULTING LLC8+ years Service code 11 · EIN 27-1175487 | Actuarial | $68,040 |
GEFFEN MESHER3 years Filed as: GEFFEN MESHER & CO., PC Service code 10 · EIN 93-1042710 | Accounting | $21,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -16.34% | -11.16%-5.2pp | 10.22%-26.6pp | 39.82%-56.2pp |
| Employer contribution / active EE | $29,164 | $48,316-39.6% | $51,212-43.1% | $19,980+46.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |