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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH & CO., INC. Service code 28 · EIN 13-5674085 | Investment Management | $40,370 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING & TRUST Service code 24 · EIN 56-1368984 | Discretionary Trustee | $25,416 |
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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 | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -2.80% | -0.96%-1.8pp | -2.01%-0.8pp | -0.60%-2.2pp |
| Employer contribution / active EE | $3,628 | $6,828-46.9% | $34,453-89.5% | $12,272-70.4% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |