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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $190,888 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $70,124 |
Filed as: PRUDENTIAL Service code 13 · EIN 22-1211670 | Contract Administrator | $34,430 |
KRAFT CPAS, PLLC2 years Filed as: KRAFTCPAS, PLLC Service code 10 · EIN 62-0713250 | Accounting | $11,500 |
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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 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 15.81% | 23.90%-8.1pp | 9.84%+6.0pp | 23.90%-8.1pp |
| Employer contribution / active EE | $57,410 | $16,539+247.1% | $50,102+14.6% | $16,539+247.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |