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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $957,243 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $511,500 |
SUNTRUST BANKS, INC.2+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $103,242 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $29,800 |
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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 | $46,984-100.0% | $104,068-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 52.6%-52.6pp | 5.6%-5.6pp |
| Annual return | -15.11% | 39.82%-54.9pp | -10.12%-5.0pp | 39.82%-54.9pp |
| Employer contribution / active EE | $114,899 | $19,980+475.1% | $47,166+143.6% | $19,980+475.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $492-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,025-100.0% | $62-100.0% |