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 | $92,076+65.6% | $105,607+44.4% | $77,736+96.1% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.7pp | 70.6%+24.4pp |
| Annual return | 14.84% | 17.84%-3.0pp | 116.11%-101.3pp | 31.26%-16.4pp |
| Employer contribution / active EE | $8,004 | $3,370+137.5% | $3,167+152.7% | $2,728+193.4% |
| Participant deferral / active EE | $9,356 | $5,390+73.6% | $5,011+86.7% | $4,651+101.2% |
| Admin fee / account holder | $181 | $219-17.2% | $10,958-98.3% | $433-58.2% |