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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEUTSCHE BANK Service code 28 · EIN 13-2730828 | Investment Management | $28,932 |
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING & TRUST Service code 24 · EIN 56-1368984 | Discretionary Trustee | $25,889 |
Filed as: RAYMOND JAMES AND ASSOC., INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $13,650 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.98% | 5.09%+1.9pp | 5.00%+2.0pp | 7.18%-0.2pp |
| Employer contribution / active EE | $2,712 | $7,393-63.3% | $35,918-92.4% | $13,095-79.3% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |