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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $77,623 |
BB&T2+ years Filed as: BB&T INVESTMENT ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $14,037 |
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $13,965 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 5.62% | 0.80%+4.8pp | 5.44%+0.2pp | 4.16%+1.5pp |
| Employer contribution / active EE | $25,065 | $37,563-33.3% | $25,481-1.6% | $42,918-41.6% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |