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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK, INT. Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,224 | $60,165-6.6% | $74,184-24.2% | $55,167+1.9% |
| Participation rate | 34.3% | 74.2%-39.9pp | 76.6%-42.3pp | 69.0%-34.7pp |
| Annual return | 9.31% | 10.00%-0.7pp | 17.74%-8.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $687 | $1,600-57.1% | $2,370-71.0% | $1,963-65.0% |
| Participant deferral / active EE | $1,082 | $2,973-63.6% | $3,550-69.5% | $3,054-64.6% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |