Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $85,254 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,516 | $62,543-65.6% | $83,322-74.2% | $55,725-61.4% |
| Participation rate | 85.1% | 78.4%+6.7pp | 77.8%+7.3pp | 70.9%+14.2pp |
| Annual return | -4.91% | 14.85%-19.8pp | 10.64%-15.5pp | 244.93%-249.8pp |
| Employer contribution / active EE | $673 | $2,427-72.3% | $3,379-80.1% | $2,078-67.6% |
| Participant deferral / active EE | $1,956 | $5,682-65.6% | $5,565-64.9% | $3,356-41.7% |
| Admin fee / account holder | $77 | $103-24.9% | $7,540-99.0% | $115-32.8% |