Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $32,468 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $19,469 |
KEITER7 years Service code 10 · EIN 54-1631262 | Accounting | $13,917 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Custodial (securities); Float revenue... | $12,395 |
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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 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | 5.57% | 8.10%-2.5pp | 8.04%-2.5pp | 13.05%-7.5pp |
| Employer contribution / active EE | $0 | $44,198-100.0% | $42,693-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |