| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $194,193 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $85,000 |
Service code 29 · EIN 86-0574082 2390 E CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Legal | $54,224 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BLVD · MALVERN, PA 19355 | Bank Trustee | $49,476 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 15760 VENTURA BOULEVARD, SUITE 1700 · ENCINO, CA 91436 | Accounting | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| 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 | -12.55% | -13.41%+0.9pp | 10.22%-22.8pp | 2.78%-15.3pp |
| Employer contribution / active EE | $112,299 | $53,848+108.5% | $51,212+119.3% | $15,276+635.1% |
| 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% |