Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OCTOBER THREE ANNUITY SERVICES, LLC Service code 17 · EIN 27-1175487 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Pension Consulting | $200,000 |
Service code 21 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Bank Trustee | $48,804 |
Filed as: HIGHLAND ASSOCIATES Service code 27 · EIN 63-0955503 2545 HIGHLAND AVENUE SOUTH · BIRMINGHAM, AL 35202 | Advisory (Plan) | $23,296 |
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Participant contribution per participant 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 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -15.13% | -11.09%-4.0pp | -38.85%+23.7pp | -5.25%-9.9pp |
| Employer contribution / active EE | $31,714 | $16,800+88.8% | $37,755-16.0% | $15,161+109.2% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |