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 BANK, N.A.2+ years Service code 21 · EIN 59-0385440 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $112,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,763 | $50,643+4.2% | $106,619-50.5% | $55,167-4.4% |
| Participation rate | 98.7% | 65.6%+33.2pp | 78.0%+20.7pp | 69.0%+29.7pp |
| Annual return | 6.00% | 7.02%-1.0pp | 9.42%-3.4pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,953 | $1,626+20.1% | $3,947-50.5% | $1,963-0.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $218 | $488-55.3% | $6,418-96.6% | $504-56.7% |