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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $60,866 |
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $32,605 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST Service code 15 · EIN 46-3670937 | Recordkeeping | $20,412 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $20,000 |
BOWMAN & COMPANY LLP1 year Service code 10 · EIN 94-1481988 | Accounting | $16,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 4.95% | 9.92%-5.0pp | 32.33%-27.4pp | 22.81%-17.9pp |
| Employer contribution / active EE | $20,769 | $16,139+28.7% | $33,964-38.9% | $18,290+13.6% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |