Filed March 7, 2018
Total covered: 11 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST BANK Service code 21 · EIN 58-0466330 303 PEACHTREE STREET 15FL · ATLANTA, GA 30308 | Bank Trustee | $18,778 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,511 | $63,114-50.1% | $92,903-66.1% | $65,185-51.7% |
| Participation rate | 94.4% | 68.8%+25.7pp | 76.0%+18.4pp | 70.2%+24.2pp |
| Annual return | 5.19% | 28.75%-23.6pp | 109.43%-104.2pp | 29.38%-24.2pp |
| Employer contribution / active EE | $1,368 | $2,571-46.8% | $3,653-62.6% | $2,177-37.2% |
| Participant deferral / active EE | $3,617 | $3,108+16.4% | $4,238-14.7% | $3,514+2.9% |
| Admin fee / account holder | $66 | $624-89.5% | $5,795-98.9% | $847-92.2% |