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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 21 303 PEACHTREE ST, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $38,562 |
AT INVESTMENT ADVISERS INC4+ years Filed as: BB&T INVESTMENT ADVISERS, INC. Service code 27 C/O GRAYROBINSON PA · ORLANDO, FL 32801 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES4+ 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $210,354 | $88,122+138.7% | $141,191+49.0% | $67,579+211.3% |
| Participation rate | 98.9% | 76.5%+22.5pp | 82.5%+16.4pp | 71.3%+27.6pp |
| Annual return | 2.81% | 75.40%-72.6pp | 71.41%-68.6pp | 378.56%-375.7pp |
| Employer contribution / active EE | $9,688 | $3,224+200.4% | $4,736+104.6% | $2,148+351.1% |
| Participant deferral / active EE | $7,529 | $5,958+26.4% | $6,710+12.2% | $3,539+112.7% |
| Admin fee / account holder | $255 | $131+94.5% | $10,264-97.5% | $142+78.9% |