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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 · EIN 62-1240517 P.O. BOX 4655 · ATLANTA, GA 30302 | Bank Trustee | $10,636 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,896 | $52,306-71.5% | $69,779-78.7% | $62,881-76.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 0.59% | 13.35%-12.8pp | 12.99%-12.4pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,128 | $1,799+18.3% | $2,338-9.0% | $2,281-6.7% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $65 | $3,691-98.2% | $4,381-98.5% | $4,296-98.5% |