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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 21 · EIN 62-1240517 P.O. BOX 4655 · ATLANTA, GA 30302 | Bank Trustee | $11,717 |
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 | $14,240 | $54,590-73.9% | $81,726-82.6% | $73,497-80.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 1.59% | 17.74%-16.1pp | 29.49%-27.9pp | 28.51%-26.9pp |
| Employer contribution / active EE | $1,802 | $1,636+10.1% | $4,311-58.2% | $2,270-20.6% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $63 | $592-89.3% | $5,160-98.8% | $513-87.7% |