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 | $49,207 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $17,626 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $8,251 |
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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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | 6.61% | -3.37%+10.0pp | -61.72%+68.3pp | 0.19%+6.4pp |
| Employer contribution / active EE | $17,037 | $36,881-53.8% | $47,703-64.3% | $13,763+23.8% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |