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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 | Investment Management | $284,619 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $270,433 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-1575030 | Bank Trustee | $195,637 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 28 · EIN 04-3831795 | Investment Management | $98,800 |
Filed as: INDEPENDENT FRANCHISE PARTNERS, LLP Service code 28 | Investment Management | $79,495 |
AMERICAN FUNDS2+ years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 200 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $64,165 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | -95.37% | 21.43%-116.8pp | 20.73%-116.1pp | 12.16%-107.5pp |
| Employer contribution / active EE | $0 | $39,472-100.0% | $36,503-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |