Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $71,300 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $46,610 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $110,417-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 58.0%-58.0pp | 11.2%-11.2pp |
| Annual return | 6.48% | 9.01%-2.5pp | 4.13%+2.4pp | 9.01%-2.5pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $15,783-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $1,006-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $15,244-100.0% | $4,785-100.0% |