Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3 years Service code 11 · EIN 62-0853448 | Actuarial | $60,713 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST BANK Service code 21 · EIN 58-0466330 | Bank Trustee | $52,679 |
DIVERSIFIED TRUST COMPANY5+ years Service code 21 · EIN 62-1554452 | Bank Trustee | $7,631 |
REGIONS BANK5+ years Service code 25 · EIN 63-0371391 | Directed Trustee | $6,669 |
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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 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 5.03% | 8.70%-3.7pp | 6.78%-1.7pp | 9.29%-4.3pp |
| Employer contribution / active EE | $0 | $9,971-100.0% | $28,542-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |