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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON ST · CHARLOTTE, NC 28202 | Bank Trustee | $87,313 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 27 · EIN 42-1658828 4350 CONGRESS STREET, SUITE 1000 · CHARLOTTE, NC 28209 | Advisory (Plan) | $42,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,458 | $62,715+2.8% | $104,299-38.2% | $66,949-3.7% |
| Participation rate | 65.4% | 59.6%+5.8pp | 73.3%-7.9pp | 69.8%-4.5pp |
| Annual return | -16.91% | -14.70%-2.2pp | 24.62%-41.5pp | 1.57%-18.5pp |
| Employer contribution / active EE | $3,330 | $1,976+68.5% | $3,373-1.3% | $2,545+30.8% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,239-100.0% |
| Admin fee / account holder | $282 | $657-57.1% | $7,339-96.2% | $594-52.5% |