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 |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $23,189 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $22,676 |
WM G. BARTH & ASSOCIATES, INC.9+ years Service code 10 · EIN 20-3926686 | Accounting | $12,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 11.98% | 9.54%+2.4pp | 10.60%+1.4pp | 9.89%+2.1pp |
| Employer contribution / active EE | $0 | $20,687-100.0% | $43,831-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |