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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: SCOTT TOMEI Service code 26 2356 GOLD MEADOW WAY, SUITE 140 · GOLD RIVER, CA 95670 | Advisory (Participants) | $11,335 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 P.O. BOX 219325 · KANSAS CITY, MO 64121 | Recordkeeping | $2,581 |
Service code 99 · EIN 20-8154051 420 WEST GRAND AVE., SUITE 1B · CHICAGO, IL 60654 | Other Fees | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $17,752 | $58,888-69.9% | $178,498-90.1% | $73,493-75.8% |
| Participation rate | 66.7% | 66.2%+0.4pp | 81.9%-15.3pp | 70.7%-4.0pp |
| Annual return | 13.75% | 24.86%-11.1pp | 151.09%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $162 | $2,236-92.8% | $5,011-96.8% | $2,270-92.9% |
| Participant deferral / active EE | $1,640 | $2,568-36.1% | $5,202-68.5% | $3,740-56.2% |
| Admin fee / account holder | $80 | $400-80.0% | $13,985-99.4% | $513-84.4% |