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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $615,434 |
Filed as: FIDELITY INV INSTL OPS CO Service code 28 · EIN 04-2647768 | Investment Management | $401,299 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 26 · EIN 56-1074313 | Advisory (Participants) | $124,477 |
AON CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $57,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $31,230 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 0.95% | 8.76%-7.8pp | 6.89%-5.9pp | 8.76%-7.8pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $43,868-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |