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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $25,593 |
ARONSON LLC1 year Filed as: ARONSON, LLC Service code 10 805 KING FARM BLVD STE 300 · ROCKVILLE, MD 20850 | Accounting | $4,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,157 | $98,766-31.0% | $149,730-54.5% | $79,852-14.6% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.9pp |
| Annual return | 20.78% | 27.43%-6.6pp | 276.70%-255.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $3,119 | $3,217-3.1% | $4,645-32.9% | $2,471+26.2% |
| Participant deferral / active EE | $8,974 | $5,681+58.0% | $6,843+31.1% | $3,740+139.9% |
| Admin fee / account holder | $251 | $6,052-95.9% | $9,310-97.3% | $5,306-95.3% |