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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $21,130 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -2.62% | -14.45%+11.8pp | -38.86%+36.2pp | 39.77%-42.4pp |
| Employer contribution / active EE | $3,256 | $14,058-76.8% | $37,752-91.4% | $19,959-83.7% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |