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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $198,112 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $70,000 |
KRAFT CPAS, PLLC1+ years Filed as: KRAFT CPS PLLC Service code 10 · EIN 62-0713250 | Accounting | $11,250 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $466,275-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | -1.11% | -0.60%-0.5pp | -2.52%+1.4pp | -0.60%-0.5pp |
| Employer contribution / active EE | $21,668 | $12,272+76.6% | $109,954-80.3% | $12,272+76.6% |
| Participant deferral / active EE | $0 | $416-100.0% | $846-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,408-100.0% | $717-100.0% |