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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,931 |
SUNTRUST BANKS, INC.3 years Filed as: SUNTRUST BANK INC. Service code 27 303 PEACHTREE ST NE · ATLANTA, GA 30308 | Advisory (Plan) | $11,693 |
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 | $10,655 | $79,438-86.6% | $106,554-90.0% | $79,389-86.6% |
| Participation rate | 87.1% | 74.2%+13.0pp | 76.1%+11.0pp | 70.7%+16.4pp |
| Annual return | 13.69% | 18.27%-4.6pp | 26.80%-13.1pp | 116.89%-103.2pp |
| Employer contribution / active EE | $1,034 | $2,235-53.7% | $2,819-63.3% | $2,428-57.4% |
| Participant deferral / active EE | $1,329 | $3,824-65.2% | $4,398-69.8% | $4,046-67.1% |
| Admin fee / account holder | $84 | $523-83.9% | $7,408-98.9% | $626-86.6% |