Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M1+ years Filed as: BPS&M LLC Service code 11 · EIN 62-0853448 | Actuarial | $10,000 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $6,184 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | -1.73% | 4.43%-6.2pp | 4.74%-6.5pp | 11.88%-13.6pp |
| Employer contribution / active EE | $0 | $35,917-100.0% | $46,220-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |