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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $48,341 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 16 1180 WEST PEACHTREE ST, STE 2475 · ATLANTA, GA 30309 | Consulting | $20,000 |
Annual investment return 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 | $24,721 | $37,039-33.3% | $147,617-83.3% | $59,188-58.2% |
| Participation rate | 85.6% | 63.8%+21.9pp | 84.6%+1.0pp | 69.4%+16.2pp |
| Annual return | -1.25% | 7.19%-8.4pp | 61.98%-63.2pp | 5.51%-6.8pp |
| Employer contribution / active EE | $1,439 | $1,353+6.4% | $5,564-74.1% | $2,098-31.4% |
| Participant deferral / active EE | $1,474 | $2,094-29.6% | $4,895-69.9% | $3,265-54.9% |
| Admin fee / account holder | $58 | $60-3.0% | $11,612-99.5% | $92-36.7% |