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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $26,831 |
SUNTRUST BANKS, INC.2+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $14,697 |
WM G. BARTH & ASSOCIATES, INC.2+ years Service code 10 · EIN 20-3926686 | Accounting | $13,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $268,676-100.0% | $268,676-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.5%-44.5pp |
| Annual return | -21.34% | -11.17%-10.2pp | -10.68%-10.7pp | -14.65%-6.7pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |