Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $312,011 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $70,000 |
Filed as: PRUDENTIAL Service code 13 · EIN 22-1211670 | Contract Administrator | $18,190 |
KRAFT CPAS, PLLC1 year Filed as: KRAFTCPAS, PLLC Service code 10 · EIN 62-0713250 | Accounting | $11,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 6.68% | 7.18%-0.5pp | 4.64%+2.0pp | 7.18%-0.5pp |
| Employer contribution / active EE | $13,438 | $13,095+2.6% | $35,349-62.0% | $13,095+2.6% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |