Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $6,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,625 | $44,059-53.2% | $71,671-71.2% | $69,631-70.4% |
| Participation rate | 57.5% | 60.8%-3.2pp | 68.7%-11.2pp | 70.7%-13.2pp |
| Annual return | 16.19% | 21.97%-5.8pp | 20.65%-4.5pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $416 | $1,305-68.1% | $2,460-83.1% | $2,032-79.5% |
| Participant deferral / active EE | $1,451 | $2,370-38.8% | $3,438-57.8% | $3,224-55.0% |
| Admin fee / account holder | $18 | $108-83.0% | $5,558-99.7% | $110-83.4% |