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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $174,521 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST Service code 21 · EIN 58-1575035 | Bank Trustee | $99,127 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 12.01% | 8.82%+3.2pp | 7.69%+4.3pp | 9.89%+2.1pp |
| Employer contribution / active EE | $15,306 | $12,837+19.2% | $28,501-46.3% | $14,313+6.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |