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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 | $5,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,906 | $50,464+56.4% | $75,784+4.1% | $52,331+50.8% |
| Participation rate | 56.0% | 66.8%-10.8pp | 75.8%-19.9pp | 68.1%-12.1pp |
| Annual return | 16.78% | 1.03%+15.8pp | 9.68%+7.1pp | 4.54%+12.2pp |
| Employer contribution / active EE | $1,682 | $1,988-15.4% | $3,323-49.4% | $1,882-10.6% |
| Participant deferral / active EE | $3,003 | $2,570+16.8% | $3,652-17.8% | $3,022-0.6% |
| Admin fee / account holder | $36 | $1,103-96.7% | $5,300-99.3% | $592-93.9% |