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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 21 303 PEACHTREE ST, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $37,058 |
AT INVESTMENT ADVISERS INC3+ years Filed as: BB&T INVESTMENT ADVISERS, INC. Service code 27 C/O GRAYROBINSON PA · ORLANDO, FL 32801 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES3+ 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 | $0 | $75,388-100.0% | $123,552-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.3%-82.3pp | 70.9%-70.9pp |
| Annual return | 10.80% | 4.48%+6.3pp | 119.20%-108.4pp | 244.93%-234.1pp |
| Employer contribution / active EE | $9,735 | $3,063+217.8% | $4,628+110.4% | $2,078+368.5% |
| Participant deferral / active EE | $7,476 | $5,651+32.3% | $6,426+16.3% | $3,356+122.8% |
| Admin fee / account holder | $0 | $120-100.0% | $9,285-100.0% | $115-100.0% |