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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,514 | $155,795-82.3% | $136,297-79.8% | $69,631-60.5% |
| Participation rate | 44.2% | 75.2%-31.1pp | 81.9%-37.8pp | 70.7%-26.5pp |
| Annual return | 18.68% | 232464.33%-232445.7pp | 5156.16%-5137.5pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $290 | $2,991-90.3% | $4,696-93.8% | $2,032-85.7% |
| Participant deferral / active EE | $2,885 | $5,394-46.5% | $6,247-53.8% | $3,224-10.5% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |