Filed September 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $26,489 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,745 | $88,324-27.8% | $115,037-44.6% | $55,191+15.5% |
| Participation rate | 95.7% | 72.5%+23.1pp | 81.4%+14.3pp | 69.2%+26.5pp |
| Annual return | 4.33% | 6.30%-2.0pp | 26.14%-21.8pp | 10.78%-6.4pp |
| Employer contribution / active EE | $2,412 | $2,805-14.0% | $4,608-47.7% | $1,899+27.0% |
| Participant deferral / active EE | $6,494 | $5,042+28.8% | $6,026+7.8% | $3,046+113.2% |
| Admin fee / account holder | $24 | $105-77.7% | $8,175-99.7% | $91-74.1% |