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| Provider | Service type | Compensation |
|---|---|---|
NBC SECURITIES INC5+ years Filed as: NBC SECURITIES, INC. Service code 27 · EIN 63-0923499 | Advisory (Plan) | $15,481 |
TRINITY PENSION CONSULTANTS5+ years Service code 17 202 MONTROSE WEST AVE., SUITE 290 · COPLEY, OH 44321 | Pension Consulting | $10,915 |
SUNTRUST BANKS, INC.1 year Filed as: SCOTT SKIBBIE, CPA Service code 10 211 ASHLEY DR. · TULLAHOMA, TN 37388 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,271 | $81,208-62.7% | $98,916-69.4% | $79,858-62.1% |
| Participation rate | 85.9% | 72.5%+13.4pp | 76.0%+9.9pp | 69.6%+16.3pp |
| Annual return | 5.04% | 60.99%-56.0pp | 196.45%-191.4pp | 31.72%-26.7pp |
| Employer contribution / active EE | $1,056 | $1,960-46.1% | $2,689-60.7% | $2,471-57.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $273 | $6,013-95.5% | $6,642-95.9% | $5,306-94.9% |