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 LLC2+ years Service code 49 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Services | $247,533 |
Filed as: VOYA Service code 25 · EIN 71-0294708 | Directed Trustee | $51,326 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $40,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -14.32% | -11.26%-3.1pp | -4.80%-9.5pp | 2.77%-17.1pp |
| Employer contribution / active EE | $257 | $17,131-98.5% | $30,897-99.2% | $15,262-98.3% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |