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 LLC1+ years Filed as: OCTOBER THREE LLC Service code 11 5525 N MACARTHUR BLVD · IRVING, TX 75038 | Actuarial | $43,734 |
BMO HARRIS BANK NA1+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $11,458 |
FIDUCIARYVEST LLC1+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $5,625 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.41% | 4.43%0pp | 4.74%-0.3pp | 11.88%-7.5pp |
| Employer contribution / active EE | $21,082 | $35,917-41.3% | $46,220-54.4% | $14,612+44.3% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |