Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $104,187 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK (FKA BB&T COMPANY) Service code 21 · EIN 56-1074313 | Bank Trustee | $7,397 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $0 | $60,964-100.0% | $286,273-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 23.4%-23.4pp | 30.6%-30.6pp | 13.0%-13.0pp |
| Annual return | 17.62% | 11.74%+5.9pp | 10.78%+6.8pp | 13.59%+4.0pp |
| Employer contribution / active EE | $5,304 | $11,467-53.7% | $41,857-87.3% | $14,592-63.6% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,188-100.0% | $83,605-100.0% | $29,657-100.0% |