Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 46-4604655 | Investment Management | $62,585 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST BANK Service code 28 · EIN 58-0466330 | Investment Management | $24,466 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $7,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,295 | $58,726+195.1% | $92,239+87.9% | $62,293+178.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.42% | 43.62%-30.2pp | 176.29%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $9,167 | $2,392+283.3% | $3,680+149.1% | $2,042+348.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $735 | $556+32.1% | $5,194-85.9% | $479+53.3% |