Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $39,886 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $19,559 |
KEITER8 years Service code 10 · EIN 54-1631262 | Accounting | $13,900 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 51-0099493 | Bank Trustee | $12,617 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Custodial (other than securities); Cu... | $1,094 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,728-100.0% | $618,728-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 37.8%-37.8pp | 27.7%-27.7pp |
| Annual return | 4.57% | 2.43%+2.1pp | 2.61%+2.0pp | 15.59%-11.0pp |
| Employer contribution / active EE | $0 | $37,377-100.0% | $36,531-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |