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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $484,639 |
PFM ADVISORS9+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $164,351 |
PNC BANK, N.A.9+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $99,382 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MGMT Service code 26 · EIN 42-1658828 | Advisory (Participants) | $59,015 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMER Service code 23 · EIN 22-1211670 | Investment management; Investment man... | $21,870 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 14.98% | 8.84%+6.1pp | 12.68%+2.3pp | 9.11%+5.9pp |
| Employer contribution / active EE | $2,996 | $8,705-65.6% | $41,626-92.8% | $12,231-75.5% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |