Filed June 23, 2023 (most recent of 3 filings on file)
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $92,186+65.4% | $105,624+44.3% | $77,762+96.1% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.7pp | 70.6%+24.4pp |
| Annual return | 14.84% | 17.83%-3.0pp | 116.20%-101.4pp | 31.27%-16.4pp |
| Employer contribution / active EE | $8,004 | $3,376+137.1% | $3,168+152.7% | $2,728+193.4% |
| Participant deferral / active EE | $9,356 | $5,395+73.4% | $5,013+86.6% | $4,651+101.2% |
| Admin fee / account holder | $181 | $219-17.3% | $10,961-98.3% | $433-58.1% |