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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 26 · EIN 58-0466330 | Advisory (Participants) | $82,247 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $40,935 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $17,996 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $11,300 |
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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% | $215,441-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 50.7%-50.7pp | 4.7%-4.7pp |
| Annual return | -2.77% | -0.69%-2.1pp | 1.09%-3.9pp | -0.69%-2.1pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $57,621-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $181-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,762-100.0% | $124-100.0% |