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.3 years Filed as: SUNTRUST BANK Service code 26 · EIN 58-0466330 | Advisory (Participants) | $31,777 |
Filed as: JOHN HANCOCK LIFE INS CO (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $3,131 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,607 | $52,293+80.9% | $178,499-47.0% | $73,412+28.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.75% | 34.75%-20.0pp | 151.10%-136.4pp | 59.30%-44.5pp |
| Employer contribution / active EE | $4,784 | $1,735+175.7% | $5,011-4.5% | $2,234+114.2% |
| Participant deferral / active EE | $4,044 | $2,332+73.4% | $5,202-22.3% | $3,806+6.3% |
| Admin fee / account holder | $438 | $127+244.1% | $13,986-96.9% | $158+177.5% |