| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $186,572 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 21 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 021112621 | Bank Trustee | $90,069 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BLVD · MALVERN, PA 19355 | Bank Trustee | $50,523 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $37,649 |
Filed as: WILSHIRE CONSULTING Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $33,750 |
Service code 29 · EIN 86-0574082 2390 E CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Legal | $18,200 |
Service code 10 · EIN 95-4345526 15760 VENTURA BOULEVARD, SUITE 1700 · ENCINO, CA 91436 | Accounting | $16,000 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $6,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 8.61% | 7.36%+1.3pp | 9.78%-1.2pp | 13.24%-4.6pp |
| Employer contribution / active EE | $75,134 | $40,685+84.7% | $46,889+60.2% | $14,616+414.0% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |