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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $5,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,522 | $48,277-65.8% | $63,244-73.9% | $55,191-70.1% |
| Participation rate | 66.5% | 69.4%-2.9pp | 71.0%-4.6pp | 69.2%-2.7pp |
| Annual return | -0.61% | 2.37%-3.0pp | -70.31%+69.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,226 | $2,432-49.6% | $2,953-58.5% | $3,046-59.8% |
| Admin fee / account holder | $25 | $86-71.3% | $5,893-99.6% | $91-72.9% |