Filed August 26, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $182,858 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $79,808 |
Filed as: BURDETTE SMITH & BISH, L Service code 10 · EIN 45-4037800 | Accounting | $18,270 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,561 | $72,303-5.2% | $86,698-20.9% | $64,819+5.8% |
| Participation rate | 97.4% | 80.4%+17.0pp | 76.6%+20.8pp | 71.5%+25.9pp |
| Annual return | -15.83% | 392.77%-408.6pp | 35.95%-51.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $2,731 | $2,393+14.1% | $2,837-3.7% | $2,507+9.0% |
| Participant deferral / active EE | $8,259 | $4,660+77.2% | $4,656+77.4% | $4,311+91.6% |
| Admin fee / account holder | $208 | $174+19.4% | $7,493-97.2% | $188+10.6% |