Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M3+ years Filed as: BPS&M LLC Service code 11 · EIN 62-0853448 | Actuarial | $25,382 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $10,484 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $8,250 |
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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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | 9.26% | -4.17%+13.4pp | -61.72%+71.0pp | 10.56%-1.3pp |
| Employer contribution / active EE | $8,367 | $16,396-49.0% | $47,703-82.5% | $13,643-38.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |