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 LLC3+ years Service code 49 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Services | $303,009 |
CAPFINANCIAL PARTNERS LLC2 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 | $38,674 |
401(K) ADVISORS INC1 year Filed as: C & P ADVISORS, LLC Service code 27 25201 CHAGRIN BLVD. · CLEVELAND, OH 44122 | Advisory (Plan) | $6,650 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 5.50% | 8.68%-3.2pp | 15.31%-9.8pp | 22.81%-17.3pp |
| Employer contribution / active EE | $945 | $9,089-89.6% | $28,686-96.7% | $18,290-94.8% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |