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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $62,335 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP Service code 16 1180 WEST PEACHTREE ST, · 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 | $48,347 | $56,095-13.8% | $178,503-72.9% | $90,274-46.4% |
| Participation rate | 79.1% | 65.6%+13.5pp | 81.9%-2.9pp | 73.4%+5.7pp |
| Annual return | 15.73% | 28.81%-13.1pp | 151.12%-135.4pp | 53.97%-38.2pp |
| Employer contribution / active EE | $2,148 | $1,572+36.6% | $5,011-57.1% | $2,523-14.9% |
| Participant deferral / active EE | $2,380 | $2,669-10.8% | $5,202-54.2% | $4,231-43.7% |
| Admin fee / account holder | $69 | $101-31.0% | $13,987-99.5% | $114-39.1% |