Filed November 5, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT GROUP TRUST Service code 17 · EIN 27-2436452 | Pension Consulting | $359,145 |
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING & TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $65,559 |
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Employer contribution per participant 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 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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 8.10% | 5.09%+3.0pp | 5.00%+3.1pp | 7.18%+0.9pp |
| Employer contribution / active EE | $381 | $7,393-94.8% | $35,918-98.9% | $13,095-97.1% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |