Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $52,353 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -10.48% | -13.41%+2.9pp | 10.22%-20.7pp | 2.78%-13.3pp |
| Employer contribution / active EE | $48,133 | $53,848-10.6% | $51,212-6.0% | $15,276+215.1% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |