Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 · EIN 59-3482833 | Bank Trustee | $29,337 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $24,970 |
WM G. BARTH & ASSOCIATES, INC.1+ years Filed as: WM G. BARTH & ASSOCIATES, INC Service code 10 · EIN 20-3926686 | Accounting | $9,675 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -2.69% | -1.85%-0.8pp | -2.13%-0.6pp | -7.14%+4.4pp |
| Employer contribution / active EE | $7,464 | $9,669-22.8% | $34,127-78.1% | $14,613-48.9% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |