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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: TRUIST Service code 27 · EIN 56-0939887 214 N. TRYON STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $52,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,459 | $102,385-61.5% | $147,080-73.2% | $80,935-51.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.03% | 135.09%-128.1pp | 420.17%-413.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $5,794 | $3,717+55.9% | $4,933+17.4% | $2,757+110.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $205 | $7,951-97.4% | $12,989-98.4% | $6,924-97.0% |