Filed November 24, 2009 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 56-1623293 | Actuarial | $29,126 |
SUNTRUST BANKS, INC.3+ years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $9,500 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVI Service code 27 · EIN 57-0956597 | Advisory (Plan) | $8,250 |
Employer contribution per participant 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 | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.15% | 12.40%-3.3pp | 10.16%-1.0pp | 23.90%-14.7pp |
| Employer contribution / active EE | $2,403 | $8,748-72.5% | $33,192-92.8% | $16,539-85.5% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |