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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOC., INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $58,894 |
SUNTRUST BANKS, INC.5+ years Filed as: BRANCH BANKING & TRUST Service code 24 · EIN 56-1368984 | Discretionary Trustee | $36,539 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 16.95% | 15.61%+1.3pp | 20.73%-3.8pp | 53.27%-36.3pp |
| Employer contribution / active EE | $4,264 | $10,773-60.4% | $36,503-88.3% | $14,774-71.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |