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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $157,581 |
SUNTRUST BANKS, INC.1 year Filed as: BRANCH,BANKING & TRUST (BB&T) Service code 21 · EIN 56-1368984 | Bank Trustee | $30,474 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 3.83% | 5.03%-1.2pp | 4.07%-0.2pp | 11.88%-8.0pp |
| Employer contribution / active EE | $0 | $9,989-100.0% | $36,235-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |