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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 10 · EIN 04-3022712 | Accounting | $1,066,724 |
Filed as: FIDELITY INV INSTL OPS CO Service code 20 · EIN 04-2647768 | Trustee (individual); Direct payment ... | $355,741 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST Service code 26 · EIN 54-1109779 | Advisory (Participants) | $145,659 |
Service code 11 · EIN 13-4008324 | Actuarial | $26,000 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $7,112 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 4.48% | 14.25%-9.8pp | 9.74%-5.3pp | 13.24%-8.8pp |
| Employer contribution / active EE | $0 | $6,860-100.0% | $39,474-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |