Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,241 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $22,700 |
WM G. BARTH & ASSOCIATES, INC.3+ years Service code 10 · EIN 20-3926686 | Accounting | $13,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 12.09% | 10.23%+1.9pp | 10.60%+1.5pp | 24.44%-12.4pp |
| Employer contribution / active EE | $209,508 | $49,083+326.8% | $43,831+378.0% | $41,344+406.7% |
| 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% |