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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $33,418 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST BANK Service code 21 · EIN 59-3482833 | Bank Trustee | $32,565 |
WM G. BARTH & ASSOCIATES, INC.6+ years Filed as: WM G. BARTH & ASSOCIATES, INC Service code 10 · EIN 20-3926686 | Accounting | $10,500 |
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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 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 10.45% | 9.70%+0.7pp | 10.03%+0.4pp | 259.17%-248.7pp |
| Employer contribution / active EE | $121,985 | $45,469+168.3% | $38,789+214.5% | $41,471+194.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |