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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 21 303 PEACHTREE ST, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $34,756 |
AT INVESTMENT ADVISERS INC2+ years Filed as: BB&T INVESTMENT ADVISERS, INC. Service code 27 C/O GRAYROBINSON PA · ORLANDO, FL 32801 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SPECIALISTS, INC. Service code 99 815 EYRIE DRIVE SUITE 2 · OVEIDO, FL 32765 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,454 | $155,795+7.5% | $136,298+22.9% | $69,631+140.5% |
| Participation rate | 99.2% | 75.2%+24.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 11.96% | 232464.33%-232452.4pp | 5156.27%-5144.3pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $9,698 | $2,991+224.3% | $4,696+106.5% | $2,032+377.2% |
| Participant deferral / active EE | $7,240 | $5,394+34.2% | $6,247+15.9% | $3,224+124.6% |
| Admin fee / account holder | $41 | $128-68.4% | $9,244-99.6% | $110-63.3% |