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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $43,355 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 16 1001 SEMMES AVE. · RICHMOND, VA 23224 | Consulting | $22,642 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,900 | $101,317-56.7% | $146,958-70.1% | $74,495-41.1% |
| Participation rate | 63.0% | 75.5%-12.5pp | 82.2%-19.1pp | 67.2%-4.2pp |
| Annual return | 2.91% | 8730.91%-8728.0pp | 418.34%-415.4pp | 1364.94%-1362.0pp |
| Employer contribution / active EE | $2,691 | $3,810-29.4% | $4,933-45.4% | $2,623+2.6% |
| Participant deferral / active EE | $5,690 | $7,303-22.1% | $8,070-29.5% | $4,346+30.9% |
| Admin fee / account holder | $420 | $1,739-75.9% | $12,998-96.8% | $1,942-78.4% |