Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $66,095 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $29,408 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | -2.20% | 7.12%-9.3pp | 7.78%-10.0pp | 9.89%-12.1pp |
| Employer contribution / active EE | $0 | $10,929-100.0% | $32,517-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |