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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY5 years Service code 15 · EIN 75-3182674 | Recordkeeping | $356,880 |
Filed as: OCTOBER THREE CONSULTING LLC83743 Service code 11 1 BELVEDERE PLACE, SUITE 200 · MILL VALLEY, CA 94941 | Actuarial | $83,743 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -13.10% | -13.41%+0.3pp | 10.22%-23.3pp | 2.78%-15.9pp |
| Employer contribution / active EE | $130,149 | $53,848+141.7% | $51,212+154.1% | $15,276+752.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |