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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $36,196 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $8,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,937 | $52,884-37.7% | $84,753-61.1% | $55,167-40.3% |
| Participation rate | 50.0% | 67.5%-17.5pp | 76.6%-26.6pp | 69.0%-19.0pp |
| Annual return | 10.65% | 18.03%-7.4pp | 22.78%-12.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $959 | $2,233-57.1% | $3,574-73.2% | $1,963-51.1% |
| Participant deferral / active EE | $2,479 | $2,644-6.2% | $3,712-33.2% | $3,054-18.8% |
| Admin fee / account holder | $423 | $581-27.1% | $5,333-92.1% | $504-16.0% |