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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON ST · CHARLOTTE, NC 28202 | Bank Trustee | $137,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,990 | $65,862+21.5% | $124,693-35.9% | $79,391+0.8% |
| Participation rate | 77.0% | 62.2%+14.8pp | 74.6%+2.4pp | 70.7%+6.3pp |
| Annual return | 11.63% | 19.02%-7.4pp | 5144.19%-5132.6pp | 116.88%-105.2pp |
| Employer contribution / active EE | $3,370 | $1,883+78.9% | $3,324+1.4% | $2,428+38.8% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,615-100.0% | $4,046-100.0% |
| Admin fee / account holder | $283 | $673-58.0% | $7,494-96.2% | $627-54.9% |