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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,798 |
SUNTRUST BANKS, INC.2 years Filed as: SUNTRUST BANK INC. Service code 27 303 PEACHTREE ST NE · ATLANTA, GA 30308 | Advisory (Plan) | $7,886 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,353 | $70,917-86.8% | $98,920-90.5% | $73,497-87.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 15.45% | 34.18%-18.7pp | 196.47%-181.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $792 | $2,037-61.1% | $2,689-70.6% | $2,270-65.1% |
| Participant deferral / active EE | $1,214 | $3,501-65.3% | $4,245-71.4% | $3,740-67.5% |
| Admin fee / account holder | $75 | $535-86.0% | $6,643-98.9% | $513-85.4% |