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 | $137,588 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $29,717 |
KEITER3 years Service code 10 · EIN 54-1631262 | Accounting | $22,347 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 0.94% | 11.57%-10.6pp | 380.71%-379.8pp | 11.45%-10.5pp |
| Employer contribution / active EE | $50,182 | $36,657+36.9% | $45,089+11.3% | $17,219+191.4% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |