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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $803,298-100.0% | $803,298-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 56.4%-56.4pp | 39.2%-39.2pp |
| Annual return | -2.91% | 10.27%-13.2pp | 10.48%-13.4pp | 13.91%-16.8pp |
| Employer contribution / active EE | $0 | $38,044-100.0% | $34,979-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |