Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $23,455 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $20,053 |
KEITER6 years Service code 10 · EIN 54-1631262 | Accounting | $13,000 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Float revenue; Custodial (securities)... | $9,343 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | -8.04% | 37.68%-45.7pp | 35.16%-43.2pp | 24.44%-32.5pp |
| Employer contribution / active EE | $0 | $48,375-100.0% | $46,401-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |