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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPS CO Service code 20 · EIN 04-2647768 | Trustee (individual); Direct payment ... | $1,032,548 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 10 · EIN 04-3022712 | Accounting | $460,153 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST Service code 26 · EIN 54-1109779 | Advisory (Participants) | $136,648 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $57,092 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 20.97% | 19.51%+1.5pp | 239.57%-218.6pp | 53.27%-32.3pp |
| Employer contribution / active EE | $0 | $15,992-100.0% | $43,837-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |