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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 21 · EIN 62-1240517 P.O. BOX 4655 · ATLANTA, GA 30302 | Bank Trustee | $10,694 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,983 | $50,385-70.3% | $75,501-80.2% | $62,293-75.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 0.73% | 19.90%-19.2pp | 27.35%-26.6pp | 28.90%-28.2pp |
| Employer contribution / active EE | $1,980 | $1,537+28.8% | $2,352-15.8% | $2,042-3.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $63 | $384-83.5% | $5,801-98.9% | $479-86.8% |