Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $58,062 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $19,054 |
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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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 5.28% | 12.03%-6.8pp | 14.41%-9.1pp | 23.90%-18.6pp |
| Employer contribution / active EE | $17,033 | $30,615-44.4% | $45,283-62.4% | $16,539+3.0% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |