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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 28 · EIN 41-1416330 | Investment Management | $461,942 |
GREGORY BARNES8+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $133,046 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 22 · EIN 52-1042410 | Insurance Broker | $27,232 |
SUNTRUST BANKS, INC.8+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVER RD · ANNAPOLIS, MD 21409 | Actuarial | $24,195 |
Filed as: BMG CPAS, LLP Service code 10 3533 S 85TH CIRCLE · LINCOLN, NE 68526 | Accounting | $21,160 |
KUTAK ROCK LLP2 years Service code 29 1650 FARNAM ST · OMAHA, NE 68102 | Legal | $21,036 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $10,557 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 900 LARKSPUR LANDING CIR · LARKSPUR, CA 94939 | Recordkeeping | $10,164 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $827,797-100.0% | $788,447-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.5%-44.5pp |
| Annual return | -7.83% | -4.32%-3.5pp | -3.21%-4.6pp | -14.65%+6.8pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |