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: SUNTRUST BANK Service code 21 · EIN 62-1240517 303 PEACHTREE ST 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $93,055 |
ALLOTTA FARLEY CO LPA3+ years Filed as: ALLOTTA, FARLEY CO., LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $22,136 |
ASCENSUS LLC3+ years Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 10 · EIN 35-1939627 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $16,170 |
ULLICO3+ years Filed as: UNION SERVICES AGENCY Service code 22 · EIN 38-3297465 119 PERE MARQUETTE 1A · LANSING, MI 48912 | Insurance Broker | $9,634 |
I.B.E.W. LOCAL 3051 year Service code 29 · EIN 35-0415460 136 CHAMBEAU ROAD · FORT WAYNE, IN 46805 | Legal | $5,035 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,606 | $56,443+42.8% | $83,850-3.9% | $55,725+44.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 9.79% | 393.67%-383.9pp | 850.92%-841.1pp | 244.93%-235.1pp |
| Employer contribution / active EE | $3,785 | $2,682+41.1% | $3,631+4.2% | $2,078+82.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $215 | $156+37.6% | $5,478-96.1% | $115+86.7% |