Filed June 23, 2023 (most recent of 3 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $142,609 |
Filed as: OCTOBER THREE CONSULTING, LLC Service code 99 PO BOX 7320 · CAROL STREAM, IL 60197 | Other Fees | $22,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,453 | $92,090+65.5% | $106,201+43.6% | $77,671+96.3% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.7pp | 70.6%+24.4pp |
| Annual return | 14.84% | 17.89%-3.1pp | 116.26%-101.4pp | 31.21%-16.4pp |
| Employer contribution / active EE | $8,004 | $3,368+137.6% | $3,170+152.5% | $2,726+193.6% |
| Participant deferral / active EE | $9,356 | $5,386+73.7% | $5,012+86.7% | $4,648+101.3% |
| Admin fee / account holder | $181 | $219-17.3% | $11,039-98.4% | $430-57.9% |