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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $71,899 |
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $70,295 |
SUNTRUST BANKS, INC.5 years Filed as: SCOTT + COMPANY Service code 10 · EIN 57-1021392 | Accounting | $34,450 |
26 funds of $250K or more; 16 lines in all, holding $71.0M of the plan's $72.1M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $47.7M | 67.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.0M | 8.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.7M | 5.2% |
| Transamerica Life Ins. Co. Transamerica Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $2.4M | 3.4% |
| Insurance Co. General Account Manager not matched · Insurance contract | $2.4M | 3.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 2.0% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.0M | 1.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.0M | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $946K | 1.3% |
See the other 6 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,588 | $88,890-33.0% | $102,423-41.8% | $77,643-23.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 12.63% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,737 | $2,698+1.5% | $3,023-9.5% | $2,726+0.4% |
| Participant deferral / active EE | $4,202 | $5,145-18.3% | $5,053-16.8% | $4,647-9.6% |
| Admin fee / account holder | $144 | $235-38.7% | $9,451-98.5% | $430-66.5% |