Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 18 · EIN 56-1074313 | Custodial (other than securities); Cu... | $122,153 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $120,272 |
OCTOBER THREE CONSULTING LLC9+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $120,272 |
KEITER7 years Service code 10 · EIN 54-1631262 | Accounting | $15,800 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 8.22% | 8.15%+0.1pp | 8.04%+0.2pp | 8.76%-0.5pp |
| Employer contribution / active EE | $55,198 | $60,767-9.2% | $42,693+29.3% | $16,664+231.2% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |