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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI Service code 21 · EIN 23-1707341 | Bank Trustee | $540,149 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $530,920 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 26 · EIN 54-1109779 | Advisory (Participants) | $188,605 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR Service code 11 · EIN 20-2185976 | Actuarial | $114,994 |
NEXSTAR1+ years Service code 49 · EIN 54-0850433 | Other Services | $72,211 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $1,783 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $0 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 10 · EIN 04-3022712 | Accounting | $0 |
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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 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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 14.64% | 11.30%+3.3pp | 9.60%+5.0pp | 23.90%-9.3pp |
| Employer contribution / active EE | $0 | $21,004-100.0% | $45,595-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |