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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 28 · EIN 13-3200244 | Investment Management | $45,843 |
MCGRIFF INSURANCE SERVICES4 years Filed as: MCGRIFF INSURANCE SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $43,003 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK (FKA BRANCH BANKING & T Service code 21 · EIN 56-1074313 | Bank Trustee | $20,213 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.5%-44.5pp |
| Annual return | -22.69% | -10.20%-12.5pp | -2.63%-20.1pp | -14.65%-8.0pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,813-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |