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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 10 · EIN 04-3022712 | Accounting | $963,432 |
Filed as: FIDELITY INV INSTL OPS CO Service code 20 · EIN 04-2647768 | Direct payment from the plan; Trustee... | $364,121 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST Service code 26 · EIN 54-1109779 | Advisory (Participants) | $138,414 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $46,833 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -22.36% | 11.48%-33.8pp | -10.68%-11.7pp | 2.78%-25.1pp |
| Employer contribution / active EE | $0 | $5,632-100.0% | $48,995-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |