| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $184,723 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 27 · EIN 42-1658828 | Advisory (Plan) | $176,777 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 11 · EIN 13-4008324 | Actuarial | $142,815 |
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK, N.A Service code 21 · EIN 48-0477525 | Bank Trustee | $98,098 |
HOGANTAYLOR LLP5 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $18,100 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 11.19% | 7.65%+3.5pp | 5.62%+5.6pp | 7.65%+3.5pp |
| Employer contribution / active EE | $1,882 | $20,582-90.9% | $37,825-95.0% | $20,582-90.9% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |