Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $62,945 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $17,884 |
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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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | -0.98% | 5.09%-6.1pp | 4.74%-5.7pp | 7.18%-8.2pp |
| Employer contribution / active EE | $17,039 | $33,192-48.7% | $46,220-63.1% | $13,095+30.1% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |