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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC3+ years Filed as: OCTOBER THREE CONSULTING GROUP LLC Service code 11 · EIN 27-1175487 | Actuarial | $81,666 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-2625874 | Investment Management | $55,834 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST Service code 19 · EIN 58-0466330 | Securities Custodian | $20,855 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,700 |
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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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 8.83% | 9.27%-0.4pp | 14.41%-5.6pp | 10.41%-1.6pp |
| Employer contribution / active EE | $36,041 | $15,826+127.7% | $45,283-20.4% | $14,691+145.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |