Filed November 7, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SCOTT FREEMAN RETIREMTENT PLAN CONS Service code 13 · EIN 27-0212300 | Contract Administrator | $8,871 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETETA ADVISOR NETWORK LLC Service code 49 | Other Services | $7,902 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,930 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,591 | $41,854+25.7% | $73,836-28.8% | $52,331+0.5% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | -0.54% | 2.11%-2.7pp | 2268.06%-2268.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,341 | $1,920-30.2% | $2,787-51.9% | $1,882-28.7% |
| Participant deferral / active EE | $2,245 | $2,498-10.1% | $3,583-37.3% | $3,022-25.7% |
| Admin fee / account holder | $103 | $493-79.0% | $4,882-97.9% | $592-82.5% |