Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $79,873 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $44,592 |
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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 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | 0.02% | -11.57%+11.6pp | -11.22%+11.2pp | -5.25%+5.3pp |
| Employer contribution / active EE | $0 | $21,762-100.0% | $32,882-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |