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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $27,980 |
SUNTRUST BANKS, INC.4+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $15,000 |
Filed as: WM G. BARTH & ASSOCIATES, INC Service code 10 · EIN 20-3926686 | Accounting | $13,500 |
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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 | $468,422-100.0% | $468,422-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.9%-43.9pp |
| Annual return | 1077.27% | 6.31%+1071.0pp | 6.74%+1070.5pp | 13.05%+1064.2pp |
| Employer contribution / active EE | $135,961 | $48,172+182.2% | $43,785+210.5% | $37,651+261.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,074-100.0% |