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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $1,164,429 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $519,556 |
SUNTRUST BANKS, INC.4+ years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $111,150 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $34,850 |
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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 | $33,520-100.0% | $290,873-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 27.8%-27.8pp | 2.1%-2.1pp |
| Annual return | 7.30% | 7.65%-0.4pp | 7.19%+0.1pp | 7.65%-0.4pp |
| Employer contribution / active EE | $156,895 | $20,582+662.3% | $35,958+336.3% | $20,582+662.3% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $162-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,724-100.0% | $193-100.0% |