Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY6 years Service code 15 · EIN 75-3182674 | Recordkeeping | $421,037 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING LLC83743 Service code 11 1 BELVEDERE PLACE, SUITE 200 · MILL VALLEY, CA 94941 | Actuarial | $131,588 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 8.99% | 11.98%-3.0pp | 35.16%-26.2pp | 37.77%-28.8pp |
| Employer contribution / active EE | $140,944 | $57,753+144.0% | $46,401+203.7% | $15,798+792.2% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |