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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK(FKA BB&T COMPANY) Service code 21 · EIN 56-1074313 | Bank Trustee | $23,424 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 27 · EIN 42-1658828 | Advisory (Plan) | $23,220 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -11.03% | -11.36%+0.3pp | -8.79%-2.2pp | -5.25%-5.8pp |
| Employer contribution / active EE | $9,259 | $11,614-20.3% | $43,463-78.7% | $15,161-38.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |