Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $25,521 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (other than securities) | $13,588 |
KEITER3 years Service code 10 · EIN 54-1631262 | Accounting | $10,123 |
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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.
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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | -3.82% | 9.18%-13.0pp | 380.71%-384.5pp | 9.29%-13.1pp |
| Employer contribution / active EE | $27,612 | $20,046+37.7% | $45,089-38.8% | $15,168+82.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |