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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING & TRUST CO Service code 21 · EIN 56-1368984 P.O. BOX 2887 · WILSON, NC 278942887 | Bank Trustee | $76,186 |
THOMPSON, SIEGEL & WALMSLEY1+ years Service code 27 · EIN 54-0854395 6806 PARAGON PLACE, 300 · RICHMOND, VA 23230 | Advisory (Plan) | $55,402 |
ELMORE, HUPP & COMPANY, PLC1+ years Filed as: ELMORE, HUPP & COMPANY Service code 10 · EIN 54-1440048 1603 NORTH COALTER STREET · STAUNTON, VA 24401 | Accounting | $10,183 |
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON & WILLIAMS Service code 29 · EIN 54-0572269 951 EAST BYRD STREET · RICHMOND, VA 232194074 | Legal | $5,031 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH & BANKING & TRUST CO Service code 21 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,348 | $61,616+171.6% | $105,754+58.2% | $55,167+203.3% |
| Participation rate | 94.6% | 72.9%+21.6pp | 78.9%+15.6pp | 69.0%+25.6pp |
| Annual return | -1.39% | 11.15%-12.5pp | 12.25%-13.6pp | 169.23%-170.6pp |
| Employer contribution / active EE | $5,162 | $3,043+69.7% | $4,079+26.6% | $1,963+163.0% |
| Participant deferral / active EE | $2,298 | $4,213-45.5% | $5,326-56.9% | $3,054-24.8% |
| Admin fee / account holder | $982 | $379+159.5% | $8,309-88.2% | $504+95.0% |