Filed May 30, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.10+ years Filed as: SCOTT FREEMAN RET PLAN CONS Service code 70 · EIN 27-0212300 | Consulting Fees | $22,201 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $9,764 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,208 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,997 | $89,123+167.0% | $102,460+132.3% | $77,762+206.1% |
| Participation rate | 96.9% | 80.9%+15.9pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 14.10% | 25.05%-10.9pp | 29.47%-15.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $4,861 | $2,700+80.1% | $3,025+60.7% | $2,728+78.2% |
| Participant deferral / active EE | $6,401 | $5,148+24.4% | $5,056+26.6% | $4,651+37.6% |
| Admin fee / account holder | $71 | $236-69.9% | $9,460-99.2% | $433-83.6% |