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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $59,306 |
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 | $39,467 | $47,456-16.8% | $172,753-77.2% | $77,775-49.3% |
| Participation rate | 87.3% | 66.3%+21.0pp | 82.6%+4.6pp | 73.2%+14.1pp |
| Annual return | 22.59% | 35.57%-13.0pp | 803.00%-780.4pp | 32.58%-10.0pp |
| Employer contribution / active EE | $1,185 | $1,574-24.7% | $5,144-77.0% | $2,504-52.7% |
| Participant deferral / active EE | $2,159 | $2,560-15.6% | $5,198-58.5% | $3,966-45.6% |
| Admin fee / account holder | $64 | $81-20.6% | $13,956-99.5% | $100-35.9% |