| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $189,150 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 21 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 021112621 | Bank Trustee | $92,106 |
Service code 29 · EIN 86-0574082 2390 E CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Legal | $49,128 |
Filed as: WILSHIRE CONSULTING Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $45,000 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BLVD · MALVERN, PA 19355 | Bank Trustee | $44,285 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $15,526 |
Service code 10 · EIN 95-4345526 15760 VENTURA BOULEVARD, SUITE 1700 · ENCINO, CA 91436 | Accounting | $14,740 |
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 10.41% | 11.57%-1.2pp | 380.71%-370.3pp | 11.45%-1.0pp |
| Employer contribution / active EE | $83,171 | $36,657+126.9% | $45,089+84.5% | $17,219+383.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |