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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $51,065 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 16 1180 WEST PEACHTREE ST, STE 2475 · ATLANTA, GA 30309 | Consulting | $20,000 |
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 | $28,668 | $37,213-23.0% | $156,551-81.7% | $63,975-55.2% |
| Participation rate | 87.9% | 65.0%+22.9pp | 84.0%+3.9pp | 71.1%+16.7pp |
| Annual return | 8.84% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,556 | $1,357+14.7% | $5,501-71.7% | $2,182-28.7% |
| Participant deferral / active EE | $1,633 | $2,070-21.1% | $4,871-66.5% | $3,356-51.3% |
| Admin fee / account holder | $62 | $56+10.1% | $13,028-99.5% | $70-11.9% |