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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $469,336 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 | Investment Management | $240,569 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-1575030 | Bank Trustee | $180,245 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 28 · EIN 04-3831795 | Investment Management | $176,475 |
Filed as: INDEPENDENT FRANCHISE PARTNERS, LLP Service code 28 | Investment Management | $111,511 |
AMERICAN FUNDS1+ years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 200 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $74,170 |
HARVEST FUND ADVISORS LLC1+ years Filed as: HARVEST FUND ADVISORS, LLC Service code 28 100 WEST LANCASTER AVENUE · WAYNE, PA 19087 | Investment Management | $10,662 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -8.86% | 9.64%-18.5pp | -102.04%+93.2pp | 33.37%-42.2pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,232-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |