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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $30,725 |
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 49 | Other Services | $5,155 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,443 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST ADVISOR SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,344 | $46,464-2.4% | $150,298-69.8% | $79,634-43.1% |
| Participation rate | 47.6% | 57.0%-9.3pp | 77.8%-30.1pp | 62.5%-14.8pp |
| Annual return | 16.35% | 27.89%-11.5pp | 62.79%-46.4pp | 36.46%-20.1pp |
| Employer contribution / active EE | $1,551 | $1,512+2.6% | $4,154-62.7% | $2,529-38.7% |
| Participant deferral / active EE | $2,748 | $2,157+27.4% | $5,453-49.6% | $3,835-28.3% |
| Admin fee / account holder | $70 | $891-92.2% | $14,116-99.5% | $1,002-93.0% |