Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $48,295 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $32,527 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $22,268 |
Service code 28 · EIN 26-0058143 | Investment Management | $15,600 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $14,131 |
LBMC, PC4 years Service code 10 · EIN 62-1199757 | Accounting | $9,200 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 5.36% | 4.93%+0.4pp | 7.32%-2.0pp | 9.30%-3.9pp |
| Employer contribution / active EE | $37,926 | $32,616+16.3% | $23,426+61.9% | $43,746-13.3% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |