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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $141,699 |
SUNTRUST BANKS, INC.2+ years Filed as: SCOTT BUSH Service code 35 501 THIRD ST, NW - 6TH FL · WASHINGTON, DC 20001 | Employee (plan sponsor); Direct payme... | $89,500 |
BARATZ & ASSOCIATES, P.A.2+ years Service code 10 · EIN 22-2212404 | Accounting | $76,095 |
BARR & CAMENS2+ years Service code 29 · EIN 52-2065589 | Legal | $61,735 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $60,000 |
AMBER N. MYERS1 year Service code 35 501 THIRD ST, NW - 6TH FL · WASHINGTON, DC 20001 | Direct payment from the plan; Employe... | $57,900 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $37,553 |
THOMSON HORSTMANN & BRYANT2+ years Service code 28 · EIN 22-3508647 | Investment Management | $37,297 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $25,552 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $15,202 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 6.69% | 5.90%+0.8pp | 3.99%+2.7pp | 7.18%-0.5pp |
| Employer contribution / active EE | $1,601 | $17,826-91.0% | $38,279-95.8% | $13,095-87.8% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |