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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANK, N.A.4+ years Service code 21 · EIN 59-0385440 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $121,305 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,516 | $65,557-12.3% | $105,736-45.6% | $56,289+2.2% |
| Participation rate | 95.2% | 63.4%+31.8pp | 76.3%+18.9pp | 69.9%+25.4pp |
| Annual return | -4.34% | -1.32%-3.0pp | 6.27%-10.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,409 | $1,788+34.7% | $3,268-26.3% | $2,111+14.1% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $251 | $561-55.3% | $6,913-96.4% | $521-51.8% |