Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4+ years Filed as: OCTOBER THREE CONSULTING GROUP LLC Service code 11 · EIN 27-1175487 | Actuarial | $82,480 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-2625874 | Investment Management | $36,558 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST Service code 19 · EIN 58-0466330 | Securities Custodian | $22,918 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -4.15% | -4.17%0pp | -61.72%+57.6pp | 10.56%-14.7pp |
| Employer contribution / active EE | $35,253 | $16,396+115.0% | $47,703-26.1% | $13,643+158.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |