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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $161,494 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST Service code 12 · EIN 56-1074313 | Claims processing | $75,097 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 10.86% | 10.25%+0.6pp | 8.34%+2.5pp | 8.21%+2.6pp |
| Employer contribution / active EE | $2,439 | $16,685-85.4% | $30,790-92.1% | $13,837-82.4% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |