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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $998,015 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $529,000 |
SUNTRUST BANKS, INC.3+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $105,154 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $30,500 |
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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 | $9,556,684-100.0% | $337,745-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 44.1%-44.1pp | 2.4%-2.4pp |
| Annual return | 12.67% | 22.81%-10.1pp | 9.57%+3.1pp | 22.81%-10.1pp |
| Employer contribution / active EE | $138,008 | $18,290+654.6% | $39,814+246.6% | $18,290+654.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $46-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $352,588-100.0% | $85,222-100.0% |