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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 303 PEACHTREE ST, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $30,357 |
AT INVESTMENT ADVISERS INC1+ years Filed as: BB&T INVESTMENT ADVISERS, INC. Service code 27 C/O GRAYROBINSON PA · ORLANDO, FL 32801 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SPECIALISTS, INC. Service code 99 815 EYRIE DRIVE SUITE 2 · OVEIDO, FL 32765 | Other Fees | $0 |
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 | $158,029 | $80,177+97.1% | $123,894+27.6% | $57,658+174.1% |
| Participation rate | 99.2% | 74.4%+24.8pp | 81.4%+17.8pp | 70.2%+29.0pp |
| Annual return | 8.80% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $9,719 | $2,913+233.7% | $4,617+110.5% | $1,974+392.4% |
| Participant deferral / active EE | $6,854 | $5,130+33.6% | $5,984+14.5% | $3,061+123.9% |
| Admin fee / account holder | $36 | $106-65.7% | $8,357-99.6% | $95-61.4% |