Filed August 9, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3+ years Filed as: OCTOBER THREE LLC Service code 11 6191 N STATE HIGHWAY 161 · IRVING, TX 75038 | Actuarial | $29,628 |
BMO HARRIS BANK NA3+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $12,500 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $12,000 |
FIDUCIARYVEST LLC3+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $6,171 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 0.40% | -2.53%+2.9pp | -61.72%+62.1pp | -0.69%+1.1pp |
| Employer contribution / active EE | $18,463 | $37,001-50.1% | $47,703-61.3% | $16,786+10.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |