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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOC., INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $74,032 |
SUNTRUST BANKS, INC.8+ years Filed as: BRANCH BANKING & TRUST Service code 24 · EIN 56-1368984 | Discretionary Trustee | $42,264 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -12.85% | -10.37%-2.5pp | -38.86%+26.0pp | 2.77%-15.6pp |
| Employer contribution / active EE | $7,143 | $8,700-17.9% | $37,752-81.1% | $15,262-53.2% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |