Filed June 23, 2023 (most recent of 3 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4+ years Service code 49 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Services | $98,803 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $40,000 |
Filed as: VOYA Service code 25 · EIN 71-0294708 | Directed Trustee | $26,377 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 3.86% | 5.87%-2.0pp | 6.70%-2.8pp | 7.65%-3.8pp |
| Employer contribution / active EE | $10,500 | $10,827-3.0% | $25,217-58.4% | $20,582-49.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |