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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 10 · EIN 04-3022712 | Accounting | $1,392,785 |
Filed as: FIDELITY INV INSTL OPS CO Service code 20 · EIN 04-2647768 | Direct payment from the plan; Trustee... | $467,314 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST Service code 26 · EIN 54-1109779 | Advisory (Participants) | $138,244 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $47,501 |
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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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 14.80% | 15.98%-1.2pp | 10.03%+4.8pp | 11.45%+3.3pp |
| Employer contribution / active EE | $0 | $21,248-100.0% | $38,789-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |