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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $210,863 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $70,000 |
Filed as: PRUDENTIAL Service code 13 · EIN 22-1211670 | Contract Administrator | $17,194 |
KRAFT CPAS, PLLC3 years Filed as: KRAFTCPAS, PLLC Service code 10 · EIN 62-0713250 | Accounting | $11,850 |
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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 | $37,197-100.0% | $463,922-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 17.6%-17.6pp | 4.7%-4.7pp |
| Annual return | -4.35% | -0.69%-3.7pp | 60.62%-65.0pp | -0.69%-3.7pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $61,657-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $288-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $23-100.0% | $124-100.0% |