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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7 years Service code 11 · EIN 27-1175487 | Actuarial | $239,940 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
Service code 29 · EIN 86-0574082 | Legal | $55,665 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 94-1737782 | Bank Trustee | $38,235 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 27 · EIN 94-3112180 | Advisory (Plan) | $20,912 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $15,300 |
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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 | $0 | $490,217-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 12.28% | 10.61%+1.7pp | 7.21%+5.1pp | 10.61%+1.7pp |
| Employer contribution / active EE | $77,245 | $15,605+395.0% | $39,652+94.8% | $15,605+395.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $95-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $28,496-100.0% | - |