Filed October 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $103,644 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $33,690 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Custodial (other than securities); Cu... | $30,592 |
KEITER5 years Service code 10 · EIN 54-1631262 | Accounting | $13,450 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | 0.63% | -13.41%+14.0pp | 10.22%-9.6pp | 2.78%-2.2pp |
| Employer contribution / active EE | $46,805 | $53,848-13.1% | $51,212-8.6% | $15,276+206.4% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |