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 | $64,705+53.1% | $62,929+57.4% | $67,986+45.7% |
| Participation rate | 96.4% | 65.6%+30.8pp | 73.1%+23.3pp | 57.2%+39.2pp |
| Annual return | 11.49% | 20.31%-8.8pp | 1063.93%-1052.4pp | 31.67%-20.2pp |
| Employer contribution / active EE | $3,382 | $2,376+42.4% | $2,505+35.0% | $2,019+67.5% |
| Participant deferral / active EE | $4,805 | $3,198+50.2% | $3,888+23.6% | $3,358+43.1% |
| Admin fee / account holder | $152 | $1,428-89.4% | $5,065-97.0% | $3,203-95.3% |