Filed September 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 51 · EIN 13-2834414 | Investment Mgmt Fees | $811,300 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 11 · EIN 11-3665754 | Actuarial | $121,300 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST Service code 26 · EIN 47-0875103 | Advisory (Participants) | $101,765 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 3.08% | 11.94%-8.9pp | 6.70%-3.6pp | 8.76%-5.7pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,177-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |