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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $27,226 |
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $275 |
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 | $10,429 | $48,261-78.4% | $68,612-84.8% | $55,725-81.3% |
| Participation rate | 97.6% | 71.0%+26.6pp | 72.2%+25.4pp | 70.9%+26.8pp |
| Annual return | -1.70% | -2.61%+0.9pp | -4.63%+2.9pp | 244.93%-246.6pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,582 | $2,712-41.7% | $3,311-52.2% | $3,356-52.9% |
| Admin fee / account holder | $69 | $126-45.6% | $5,131-98.7% | $115-40.5% |