Filed February 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-0466330 | Bank Trustee | $186,034 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $36,428 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $224,072-100.0% | $220,428-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.1%-43.1pp |
| Annual return | 1.09% | 99.74%-98.7pp | 90.61%-89.5pp | 259.19%-258.1pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |