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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 21 · EIN 62-1240517 P.O. BOX 4655 · ATLANTA, GA 30302 | Bank Trustee | $11,458 |
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 | $15,556 | $50,666-69.3% | $76,667-79.7% | $65,186-76.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 1.30% | 28.51%-27.2pp | 1166.74%-1165.4pp | 29.39%-28.1pp |
| Employer contribution / active EE | $1,923 | $1,575+22.1% | $2,303-16.5% | $2,177-11.7% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $67 | $463-85.6% | $6,423-99.0% | $847-92.1% |