Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $31,184 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,221 | $98,776-13.7% | $149,745-43.1% | $79,856+6.7% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 16.12% | 27.38%-11.3pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $8,405 | $3,217+161.3% | $4,646+80.9% | $2,471+240.1% |
| Participant deferral / active EE | $11,814 | $5,681+107.9% | $6,843+72.6% | $3,741+215.8% |
| Admin fee / account holder | $195 | $6,053-96.8% | $9,312-97.9% | $5,306-96.3% |