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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $936,535 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $429,000 |
SUNTRUST BANKS, INC.1+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $103,376 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $26,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $202,277-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 30.0%-30.0pp | 3.6%-3.6pp |
| Annual return | 12.40% | 11.84%+0.6pp | 8.88%+3.5pp | 11.84%+0.6pp |
| Employer contribution / active EE | $78,008 | $17,339+349.9% | $42,607+83.1% | $17,339+349.9% |
| Participant deferral / active EE | $0 | $683-100.0% | $94-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,086-100.0% | $409-100.0% |