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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: TRUIST INVESTMENT SERVICE INC Service code 27 303 PEACHTREE ST FL 5 SUNTRUST PLZ · ATLANTA, GA 30308 | Advisory (Plan) | $19,196 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS INC. Service code 13 | Contract Administrator | $3,689 |
METRO BENEFITS, INC.8 years Service code 13 · EIN 25-1541083 | Contract Administrator | $1,591 |
Filed as: EMPOWER INSURANCE CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,229 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,243 | $102,382-51.9% | $147,005-66.5% | $80,874-39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.05% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,822 | $3,715-24.0% | $4,934-42.8% | $2,756+2.4% |
| Participant deferral / active EE | $3,898 | $6,646-41.3% | $8,070-51.7% | $4,297-9.3% |
| Admin fee / account holder | $131 | $7,942-98.4% | $13,006-99.0% | $6,935-98.1% |