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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 13 · EIN 62-1240517 303 PEACHTREE ST 15TH FL · ATLANTA, GA 30308 | Contract Administrator | $101,347 |
ULLICO1 year Filed as: UNION SERVICES AGENCY DBA BAYVIEW Service code 13 · EIN 38-3297465 119 PERE MARQUETTE STE 1A · LANSING, MI 48912 | Contract Administrator | $32,353 |
ALLOTTA FARLEY CO LPA5+ years Filed as: ALLOTTA, FARLEY CO., LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $22,985 |
ASCENSUS LLC5+ years Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 10 · EIN 35-1939627 6920 POINTE INVERNESS WAY · FORT WAYNE, IN 46804 | Accounting | $17,200 |
I.B.E.W. LOCAL 3053 years Service code 29 · EIN 35-0415460 136 CHAMBEAU ROAD · FORT WAYNE, IN 46805 | Legal | $8,565 |
JULIA RHEA1 year Filed as: JULIA CARPENTER Service code 13 15315 ROLLING OAKS PL · LEO, IN 46765 | Contract Administrator | $5,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,552 | $91,517-8.7% | $101,264-17.5% | $73,412+13.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 6.86% | 17.17%-10.3pp | 46.48%-39.6pp | 59.30%-52.4pp |
| Employer contribution / active EE | $3,854 | $2,877+34.0% | $3,660+5.3% | $2,234+72.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $257 | $216+18.9% | $5,947-95.7% | $158+62.6% |