Filed September 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $201,410 |
SWERDLIN & COMPANY1+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $107,094 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 26 · EIN 47-0875103 | Advisory (Participants) | $104,447 |
MOORE COLSON1+ years Service code 10 · EIN 58-1653941 | Accounting | $17,011 |
Filed as: INVESTMENT RESEARCH ADVISORY GROUP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $15,000 |
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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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -3.74% | -0.81%-2.9pp | -2.90%-0.8pp | 2.81%-6.5pp |
| Employer contribution / active EE | $0 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |