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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $264,829 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $70,000 |
KRAFT CPAS, PLLC4 years Filed as: KRAFTCPAS, PLLC Service code 10 · EIN 62-0713250 | Accounting | $12,250 |
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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 | $46,244-100.0% | $671,907-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 15.0%-15.0pp | 2.8%-2.8pp |
| Annual return | 20.22% | 16.32%+3.9pp | 10.76%+9.5pp | 16.32%+3.9pp |
| Employer contribution / active EE | $10,279 | $17,007-39.6% | $68,795-85.1% | $17,007-39.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $229-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $6,717-100.0% | $127-100.0% |