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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $13,058 |
KANE KESSLER PC2+ years Filed as: KANE AND KOLTUN, ATTORNEYS AT LAW Service code 29 557 NORTH WYMORE RD STE 100 · MAITLAND, FL 32751 | Legal | $9,858 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 PO BOX 86 · MINNEAPOLIS, MN 554862371 | Accounting | $9,000 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,985 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,365 | $75,183+34.8% | $123,894-18.2% | $55,167+83.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 81.4%+7.9pp | 69.0%+20.3pp |
| Annual return | 8.03% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,093 | $2,823-61.3% | $4,617-76.3% | $1,963-44.3% |
| Participant deferral / active EE | $4,083 | $5,084-19.7% | $5,984-31.8% | $3,054+33.7% |
| Admin fee / account holder | $153 | $663-76.9% | $8,357-98.2% | $504-69.6% |