Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $49,911 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $32,083 |
FIAM LLC3 years Filed as: FIAM Service code 28 · EIN 20-2159373 | Investment Management | $22,460 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $13,821 |
CAPFINANCIAL PARTNERS LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $10,918 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 3.73% | 7.25%-3.5pp | 5.16%-1.4pp | 8.21%-4.5pp |
| Employer contribution / active EE | $19,131 | $13,308+43.8% | $26,446-27.7% | $13,837+38.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |