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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $711,226 |
PNC BANK, N.A.8+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $104,973 |
THE SWARTHMORE GROUP1 year Filed as: SWARTHMORE GROUP Service code 26 · EIN 23-1352683 | Advisory (Participants) | $97,660 |
PFM ADVISORS8+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $86,231 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MGMT Service code 26 · EIN 42-1658828 | Advisory (Participants) | $71,722 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMER Service code 23 · EIN 22-1211670 | Insurance services; Investment manage... | $23,060 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -17.14% | -6.02%-11.1pp | -3.21%-13.9pp | 23.41%-40.5pp |
| Employer contribution / active EE | $5,670 | $11,241-49.6% | $46,051-87.7% | $12,650-55.2% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |