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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 28 · EIN 13-3200244 | Investment Management | $64,760 |
Service code 11 · EIN 56-1623293 | Actuarial | $55,949 |
SUNTRUST BANKS, INC.2 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $39,610 |
Service code 29 · EIN 34-4439491 | Legal | $12,681 |
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Annual investment return 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.
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.
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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 6.61% | 12.12%-5.5pp | 337.46%-330.9pp | 13.95%-7.3pp |
| Employer contribution / active EE | $0 | $13,419-100.0% | $20,191-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |