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 LLC2 years Service code 11 6191 N STATE HIGHWAY 161, SUITE 470 · IRVING, TX 75038 | Actuarial | $45,486 |
ELLWOOD ASSOCIATES2 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 33 W. MONROE, SUITE 1000 · CHICAGO, IL 60603 | Advisory (Plan) | $21,875 |
BMO HARRIS BANK NA6+ years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET, SUITE 1200 · CHICAGO, IL 60603 | Bank Trustee | $12,500 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 1829 EASTCHESTER DRIVE · HIGH POINT, NC 27265 | Accounting | $11,687 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 5.45% | 7.94%-2.5pp | 9.78%-4.3pp | 11.84%-6.4pp |
| Employer contribution / active EE | $17,343 | $42,390-59.1% | $46,882-63.0% | $17,3390% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |