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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 28 · EIN 41-1416330 | Investment Management | $420,751 |
GREGORY BARNES9+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $133,419 |
SUNTRUST BANKS, INC.9+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVER RD · ANNAPOLIS, MD 21409 | Actuarial | $33,000 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 22 · EIN 52-1042410 | Insurance Broker | $28,980 |
Filed as: BMG CPAS, LLP Service code 10 3533 S 85TH CIRCLE · LINCOLN, NE 68526 | Accounting | $20,393 |
KUTAK ROCK LLP3 years Service code 29 1650 FARNAM ST · OMAHA, NE 68102 | Legal | $10,971 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $10,536 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 900 LARKSPUR LANDING CIR · LARKSPUR, CA 94939 | Recordkeeping | $10,176 |
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 | $265,195-100.0% | $422,209-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.9%-55.9pp |
| Annual return | 9.69% | 13.43%-3.7pp | 12.68%-3.0pp | 24.44%-14.7pp |
| Employer contribution / active EE | $0 | $48,134-100.0% | $41,595-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |