Filed November 5, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT GROUP TRUST Service code 17 · EIN 27-2436452 | Pension Consulting | $195,654 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING & TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $69,865 |
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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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -3.43% | -0.96%-2.5pp | -2.01%-1.4pp | -0.60%-2.8pp |
| Employer contribution / active EE | $4,851 | $6,828-29.0% | $34,453-85.9% | $12,272-60.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |