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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANK, N.A.6+ years Service code 21 · EIN 59-0385440 200 SOUTH ORANGE AVENUE · ORLANDO, FL 32801 | Bank Trustee | $122,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,098 | $59,328+24.9% | $118,914-37.7% | $73,497+0.8% |
| Participation rate | 94.2% | 62.3%+31.9pp | 75.4%+18.8pp | 70.7%+23.5pp |
| Annual return | 13.80% | 19.13%-5.3pp | 35.89%-22.1pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,831 | $1,803+112.4% | $3,264+17.4% | $2,270+68.8% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $253 | $600-57.8% | $6,582-96.2% | $513-50.7% |