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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $10,087 |
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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 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | 7.32% | 10.01%-2.7pp | 9.82%-2.5pp | 13.05%-5.7pp |
| Employer contribution / active EE | $6,696 | $31,912-79.0% | $30,322-77.9% | $37,664-82.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |