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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $90,128 |
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 | $25,433 | $69,231-63.3% | $91,994-72.4% | $67,579-62.4% |
| Participation rate | 88.4% | 78.9%+9.5pp | 78.6%+9.8pp | 71.3%+17.2pp |
| Annual return | 24.14% | 32.03%-7.9pp | 69.03%-44.9pp | 378.56%-354.4pp |
| Employer contribution / active EE | $607 | $2,284-73.4% | $3,452-82.4% | $2,148-71.7% |
| Participant deferral / active EE | $1,991 | $5,854-66.0% | $5,923-66.4% | $3,539-43.7% |
| Admin fee / account holder | $77 | $107-28.5% | $7,743-99.0% | $142-46.0% |