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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT Service code 27 · EIN 42-1658828 4350 CONGRS STR, STE 1000 · CHARLOTTE, NC 28209 | Advisory (Plan) | $63,400 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST FINANCIAL CORPORATION Service code 21 · EIN 56-0939887 214 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Bank Trustee | $35,864 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,975 | $62,409+24.9% | $120,524-35.3% | $74,429+4.8% |
| Participation rate | 95.3% | 56.8%+38.5pp | 71.9%+23.4pp | 67.2%+28.1pp |
| Annual return | 9.56% | 18.62%-9.1pp | 107.36%-97.8pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $4,027 | $1,847+118.1% | $3,469+16.1% | $2,625+53.4% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $226 | $2,394-90.6% | $9,440-97.6% | $1,944-88.4% |