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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOC., INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $47,223 |
SUNTRUST BANKS, INC.3+ years Filed as: BRANCH BANKING & TRUST Service code 24 · EIN 56-1368984 | Discretionary Trustee | $27,998 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.04% | 12.40%+0.6pp | 10.16%+2.9pp | 23.90%-10.9pp |
| Employer contribution / active EE | $11,194 | $8,748+28.0% | $33,192-66.3% | $16,539-32.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |