| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $3,159,744 |
Service code 10 · EIN 91-1363171 | Accounting | $1,679,918 |
SUNTRUST BANKS, INC.7+ years Filed as: STERLING CAPITAL MGMT LLC Service code 51 · EIN 42-1658828 | Investment Mgmt Fees | $609,777 |
Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $472,083 |
Filed as: BOSTON TRUST & INV. MGMT. CO Service code 19 · EIN 04-2273811 | Securities Custodian | $467,696 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $410,000 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON INV. COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $384,771 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $287,305 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $284,310 |
PACIFIC INV. MGMT CO. LLC7+ years Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $272,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 13.76% | 19.39%-5.6pp | 11.08%+2.7pp | 19.39%-5.6pp |
| Employer contribution / active EE | $22,564 | $8,446+167.1% | $28,418-20.6% | $8,446+167.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |