Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M2+ years Filed as: BPS&M LLC Service code 11 · EIN 62-0853448 | Actuarial | $28,024 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $6,352 |
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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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 7.38% | 9.27%-1.9pp | 14.41%-7.0pp | 10.41%-3.0pp |
| Employer contribution / active EE | $6,993 | $15,826-55.8% | $45,283-84.6% | $14,691-52.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |