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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST INVESTMENT SERVICES, INC. Service code 28 · EIN 58-1648698 5211 SOUTH FLETCHER AVENUE · AMELIA ISLAND, FL 32034 | Investment Management | $17,288 |
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Participant contribution per participant 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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.87% | 45.66%-41.8pp | 5.00%-1.1pp | 11.88%-8.0pp |
| Employer contribution / active EE | $6,326 | $9,637-34.4% | $35,918-82.4% | $14,612-56.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |