Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $63,073 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 4.25% | 11.98%-7.7pp | 35.14%-30.9pp | 37.74%-33.5pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,378-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $69-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |