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.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4+ years Filed as: OCTOBER THREE LLC Service code 11 6191 N STATE HIGHWAY 161 · IRVING, TX 75038 | Actuarial | $48,619 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES Service code 27 · EIN 36-3121777 | Advisory (Plan) | $13,125 |
BMO HARRIS BANK NA4+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $12,500 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 4.75% | 13.54%-8.8pp | 13.48%-8.7pp | 16.32%-11.6pp |
| Employer contribution / active EE | $17,730 | $37,659-52.9% | $47,067-62.3% | $17,007+4.3% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |