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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $8,331 |
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 | $74,964 | $52,884+41.8% | $84,753-11.5% | $55,167+35.9% |
| Participation rate | 54.1% | 67.5%-13.5pp | 76.6%-22.5pp | 69.0%-14.9pp |
| Annual return | 7.16% | 18.03%-10.9pp | 22.78%-15.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,724 | $2,233-22.8% | $3,574-51.8% | $1,963-12.2% |
| Participant deferral / active EE | $2,879 | $2,644+8.9% | $3,712-22.4% | $3,054-5.7% |
| Admin fee / account holder | $48 | $581-91.8% | $5,333-99.1% | $504-90.6% |