Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRONVEST1+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $30,258 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING & TRUST Service code 16 · EIN 56-1368984 | Consulting | $21,451 |
BB&T1+ years Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,979 | $36,916-26.9% | $156,551-82.8% | $57,658-53.2% |
| Participation rate | 84.5% | 63.4%+21.1pp | 84.0%+0.5pp | 70.2%+14.3pp |
| Annual return | -0.29% | 12.38%-12.7pp | 32.23%-32.5pp | 5.13%-5.4pp |
| Employer contribution / active EE | $1,740 | $1,571+10.8% | $5,501-68.4% | $1,974-11.8% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $178 | $82+115.4% | $13,028-98.6% | $95+88.0% |