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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $24,859 |
SUNTRUST BANKS, INC.3+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $15,000 |
WM G. BARTH & ASSOCIATES, INC.3+ years Service code 10 · EIN 20-3926686 | Accounting | $13,500 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $331,632-100.0% | $331,632-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.9%-55.9pp |
| Annual return | 8.86% | 10.23%-1.4pp | 10.60%-1.7pp | 24.44%-15.6pp |
| Employer contribution / active EE | $0 | $49,083-100.0% | $43,831-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |