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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: STERLING CAPITAL Service code 27 · EIN 42-1658828 | Advisory (Plan) | $19,938 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK FKA BRANCH BANKING & TR Service code 21 · EIN 56-1074313 | Bank Trustee | $12,667 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 16.31% | 16.55%-0.2pp | 15.31%+1.0pp | 24.44%-8.1pp |
| Employer contribution / active EE | $81,971 | $42,466+93.0% | $28,686+185.8% | $41,344+98.3% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |