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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 28 · EIN 13-3200244 | Investment Management | $58,088 |
MMA SECURITIES LLC1 year Filed as: MCGRIFF, A MARSH & MCLENNAN COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $38,284 |
SUNTRUST BANKS, INC.6 years Filed as: TRUIST BANK (FKA BRANCH BANKING & T Service code 21 · EIN 56-1074313 | Bank Trustee | $16,652 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 3.82% | 7.69%-3.9pp | 8.92%-5.1pp | 13.05%-9.2pp |
| Employer contribution / active EE | $22,830 | $38,144-40.1% | $24,457-6.7% | $37,664-39.4% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |