Filed April 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: SCOTT, RYAN P. Service code 49 500 YGNACIO VALLEY RD · WALNUT CREEK, CA 945968206 | Other Services | $5,350 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,580 | $46,732-47.4% | $156,551-84.3% | $55,167-55.4% |
| Participation rate | 46.3% | 65.8%-19.5pp | 84.0%-37.7pp | 69.0%-22.7pp |
| Annual return | 4858.04% | 17.72%+4840.3pp | 32.23%+4825.8pp | 169.23%+4688.8pp |
| Employer contribution / active EE | $711 | $2,105-66.2% | $5,501-87.1% | $1,963-63.8% |
| Participant deferral / active EE | $2,721 | $2,204+23.4% | $4,871-44.1% | $3,054-10.9% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |