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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MCGRIFF, A MARSH & MCLENNAN COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $28,429 |
SUNTRUST BANKS, INC.6 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $14,734 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 8.51% | 8.12%+0.4pp | 9.82%-1.3pp | 8.21%+0.3pp |
| Employer contribution / active EE | $39,680 | $16,766+136.7% | $30,322+30.9% | $13,841+186.7% |
| Participant deferral / active EE | $3,839 | $33+11416.2% | $66+5691.3% | $62+6131.2% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |