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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $14,348 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,649 | $54,590+51.4% | $81,926+0.9% | $73,493+12.5% |
| Participation rate | 54.4% | 68.3%-13.9pp | 72.0%-17.6pp | 70.7%-16.3pp |
| Annual return | 13.67% | 17.74%-4.1pp | 29.49%-15.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,899 | $1,636+16.1% | $4,310-56.0% | $2,270-16.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $100 | $592-83.1% | $5,159-98.1% | $513-80.4% |