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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY LLC Service code 11 · EIN 26-3237576 | Actuarial | $138,865 |
SUNTRUST BANKS, INC.5 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 27 · EIN 42-1658828 | Advisory (Plan) | $26,562 |
SUNTRUST BANKS, INC.7 years Filed as: TRUIST BANK(FKA BB&T COMPANY) Service code 21 · EIN 56-1074313 | Bank Trustee | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $893,103-100.0% | $893,103-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 58.4%-58.4pp | 35.7%-35.7pp |
| Annual return | -2.91% | 10.32%-13.2pp | 10.59%-13.5pp | 15.19%-18.1pp |
| Employer contribution / active EE | $0 | $36,556-100.0% | $33,926-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |