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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $19,185 |
Service code 10 · EIN 62-0898119 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,875 | $66,124+84.3% | $90,461+34.7% | $73,497+65.8% |
| Participation rate | 35.4% | 69.7%-34.3pp | 72.7%-37.3pp | 70.7%-35.3pp |
| Annual return | 6.97% | 17.65%-10.7pp | 1294.76%-1287.8pp | 28.51%-21.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,040 | $3,039-65.8% | $3,964-73.8% | $3,740-72.2% |
| Admin fee / account holder | $245 | $396-38.1% | $5,617-95.6% | $513-52.2% |