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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $18,432 |
SUNTRUST BANKS, INC.2 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $5,884 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 14.60% | 3.14%+11.5pp | 10.53%+4.1pp | 10.21%+4.4pp |
| Employer contribution / active EE | $42,803 | $46,562-8.1% | $29,360+45.8% | $42,272+1.3% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |