Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC8+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $118,525 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $105,003 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Float revenue; Custodial (securities)... | $21,864 |
KEITER6 years Service code 10 · EIN 54-1631262 | Accounting | $14,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | -6.34% | 11.98%-18.3pp | 35.16%-41.5pp | 37.77%-44.1pp |
| Employer contribution / active EE | $53,236 | $57,753-7.8% | $46,401+14.7% | $15,798+237.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |