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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 21 · EIN 59-3482833 | Bank Trustee | $29,615 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $17,565 |
WM G. BARTH & ASSOCIATES, INC.3+ years Filed as: WM G. BARTH & ASSOCIATES, INC Service code 10 · EIN 20-3926686 | Accounting | $9,675 |
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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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 10.42% | 10.65%-0.2pp | 9.60%+0.8pp | 10.41%0pp |
| Employer contribution / active EE | $14,044 | $22,524-37.6% | $45,595-69.2% | $14,691-4.4% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |