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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 26 · EIN 37-1808847 303 PEACHTREE CENTER AVENUE · ATLANTA, GA 30303 | Advisory (Participants) | $65,191 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $34,530 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $8,322 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,021 | $110,483-67.4% | $145,433-75.2% | $79,634-54.8% |
| Participation rate | 74.1% | 71.1%+3.0pp | 82.1%-8.0pp | 62.5%+11.6pp |
| Annual return | 17.42% | 24.62%-7.2pp | 66.58%-49.2pp | 36.46%-19.0pp |
| Employer contribution / active EE | $1,356 | $4,053-66.5% | $4,554-70.2% | $2,529-46.4% |
| Participant deferral / active EE | $3,646 | $7,216-49.5% | $7,897-53.8% | $3,835-4.9% |
| Admin fee / account holder | $220 | $680-67.7% | $13,129-98.3% | $1,002-78.1% |