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 | $67,594+46.5% | $77,361+28.0% | $69,733+42.0% |
| Participation rate | 96.4% | 71.7%+24.7pp | 75.0%+21.4pp | 62.5%+33.9pp |
| Annual return | 11.49% | 19.20%-7.7pp | 1011.54%-1000.0pp | 15.22%-3.7pp |
| Employer contribution / active EE | $3,382 | $2,649+27.7% | $2,990+13.1% | $2,250+50.3% |
| Participant deferral / active EE | $4,805 | $3,401+41.3% | $3,911+22.9% | $3,054+57.3% |
| Admin fee / account holder | $152 | $1,159-86.9% | $5,894-97.4% | $3,102-95.1% |