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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $45,486 |
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 | $31,969 | $44,989-28.9% | $170,435-81.2% | $77,958-59.0% |
| Participation rate | 81.7% | 64.6%+17.1pp | 83.6%-1.9pp | 71.6%+10.1pp |
| Annual return | 17.54% | 19.61%-2.1pp | 205.94%-188.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,759 | $1,466+20.0% | $5,432-67.6% | $2,310-23.9% |
| Participant deferral / active EE | $1,767 | $2,208-20.0% | $4,939-64.2% | $3,537-50.0% |
| Admin fee / account holder | $52 | $69-24.9% | $13,881-99.6% | $97-46.8% |