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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 27 · EIN 42-1658828 4350 CONGRESS STREET, SUITE 1000 · CHARLOTTE, NC 28209 | Advisory (Plan) | $82,658 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON ST · CHARLOTTE, NC 28202 | Bank Trustee | $33,137 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,428 | $57,763+25.4% | $112,228-35.5% | $71,529+1.3% |
| Participation rate | 85.5% | 58.9%+26.6pp | 72.4%+13.1pp | 67.9%+17.6pp |
| Annual return | 14.89% | 18.26%-3.4pp | 30.23%-15.3pp | 28.97%-14.1pp |
| Employer contribution / active EE | $3,792 | $1,916+97.9% | $3,432+10.5% | $2,590+46.4% |
| Participant deferral / active EE | $0 | $2,865-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $257 | $1,563-83.5% | $7,752-96.7% | $1,588-83.8% |