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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $12,240 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL AND CO. LLC CPA Service code 10 293 EISENHOWER PKWY, SUITE 290 · LIVINGSTON, NJ 07029 | Accounting | $10,000 |
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 | $51,139 | $51,244-0.2% | $80,977-36.8% | $55,167-7.3% |
| Participation rate | 76.0% | 71.7%+4.3pp | 75.8%+0.2pp | 69.0%+7.0pp |
| Annual return | 5.84% | 17.39%-11.6pp | 17.11%-11.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,372 | $1,770-22.5% | $3,715-63.1% | $1,963-30.1% |
| Participant deferral / active EE | $6,539 | $4,418+48.0% | $5,696+14.8% | $3,054+114.1% |
| Admin fee / account holder | $138 | $398-65.3% | $5,517-97.5% | $504-72.6% |