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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $26,133 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 · EIN 59-3482833 | Bank Trustee | $15,000 |
WM G. BARTH & ASSOCIATES, INC.1+ years Filed as: WM G. BARTH & ASSOCIATES, INC Service code 10 · EIN 20-3926686 | Accounting | $9,275 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | -1.18% | 1.57%-2.7pp | 3.99%-5.2pp | 4.16%-5.3pp |
| Employer contribution / active EE | $9,908 | $47,181-79.0% | $38,279-74.1% | $42,918-76.9% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |