Filed June 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MCGRIFF, A MARSH & MCLENNAN COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $49,713 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 | Bank Trustee | $23,306 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 2.84% | 8.11%-5.3pp | 9.82%-7.0pp | 8.21%-5.4pp |
| Employer contribution / active EE | $5,238 | $16,749-68.7% | $30,311-82.7% | $13,837-62.1% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |