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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $502,388 |
Filed as: FIDELITY INV INSTL OPS CO Service code 28 · EIN 04-2647768 | Investment Management | $489,468 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 26 · EIN 56-1074313 | Advisory (Participants) | $131,542 |
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $55,000 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $40,200 |
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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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 7.66% | 18.69%-11.0pp | 10.60%-2.9pp | 37.77%-30.1pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,831-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |