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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,034 | $67,984+45.7% | $65,493+51.2% | $74,304+33.3% |
| Participation rate | 96.4% | 66.3%+30.1pp | 73.1%+23.3pp | 60.3%+36.0pp |
| Annual return | 11.49% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $3,382 | $2,491+35.8% | $2,574+31.4% | $2,241+50.9% |
| Participant deferral / active EE | $4,805 | $3,346+43.6% | $3,961+21.3% | $3,767+27.5% |
| Admin fee / account holder | $152 | $1,373-88.9% | $5,028-97.0% | $2,969-94.9% |