Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC6+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $137,666 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Float revenue; Custodial (securities)... | $33,324 |
KEITER4 years Service code 10 · EIN 54-1631262 | Accounting | $12,700 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 27 · EIN 83-1116912 | Advisory (Plan) | $6,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 19.26% | 7.36%+11.9pp | 9.78%+9.5pp | 13.24%+6.0pp |
| Employer contribution / active EE | $28,228 | $40,685-30.6% | $46,889-39.8% | $14,616+93.1% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |