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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 | $249,316-100.0% | $249,316-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 59.4%-59.4pp | 34.1%-34.1pp |
| Annual return | -2.91% | 10.75%-13.7pp | 10.61%-13.5pp | 13.02%-15.9pp |
| Employer contribution / active EE | $0 | $33,663-100.0% | $31,160-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $24-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $1,819-100.0% | $39,117-100.0% |