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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5 years Filed as: SCOTT TOMEI Service code 26 2356 GOLD MEADOW WAY, SUITE 140 · GOLD RIVER, CA 95670 | Advisory (Participants) | $18,225 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 P.O. BOX 219325 · KANSAS CITY, MO 61421 | Recordkeeping | $3,926 |
Service code 99 · EIN 20-8154051 420 WEST GRAND AVE, SUITE 1B · CHICAGO, IL 60654 | Other Fees | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,003 | $50,902-54.8% | $155,534-85.2% | $77,736-70.4% |
| Participation rate | 42.8% | 63.1%-20.3pp | 78.2%-35.5pp | 70.6%-27.8pp |
| Annual return | 13.25% | 34.85%-21.6pp | 64.92%-51.7pp | 31.26%-18.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,047 | $2,824-62.9% | $5,630-81.4% | $4,651-77.5% |
| Admin fee / account holder | $128 | $437-70.8% | $15,900-99.2% | $433-70.6% |