See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $16,117 |
Filed as: MCGREGOR & ASSOCIATES, INC Service code 49 | Other Services | $2,928 |
SECURITIES AMERICA INC5+ years Filed as: BB&T SECURITIES LLC Service code 99 | Other Fees | $1,436 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $978 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISOR SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,663 | $46,292-57.5% | $143,757-86.3% | $64,808-69.7% |
| Participation rate | 58.0% | 64.2%-6.3pp | 80.3%-22.3pp | 71.5%-13.5pp |
| Annual return | -14.68% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,677 | $1,910-12.2% | $4,951-66.1% | $2,506-33.1% |
| Participant deferral / active EE | $2,847 | $2,646+7.6% | $5,637-49.5% | $4,310-34.0% |
| Admin fee / account holder | $63 | $154-59.2% | $14,673-99.6% | $188-66.6% |