Filed September 14, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $38,562 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES Service code 27 · EIN 37-1808847 310 4TH STREET, NE, SUITE 100 · CHARLOTTESVILLE, VA 22902 | Advisory (Plan) | $34,027 |
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 | $99,034 | $65,084+52.2% | $67,681+46.3% | $64,340+53.9% |
| Participation rate | 96.4% | 66.7%+29.7pp | 73.7%+22.7pp | 55.2%+41.1pp |
| Annual return | 11.49% | 20.50%-9.0pp | 590.58%-579.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $3,382 | $2,398+41.0% | $2,678+26.3% | $1,862+81.7% |
| Participant deferral / active EE | $4,805 | $3,210+49.7% | $3,976+20.9% | $2,980+61.2% |
| Admin fee / account holder | $152 | $1,415-89.3% | $6,100-97.5% | $3,703-95.9% |