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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SCOTT, RYAN P. Service code 49 500 YGNACIO VALLEY RD · WALNUT CREEK, CA 945968206 | Other Services | $22,720 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,048 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,312 | $88,324-55.5% | $115,038-65.8% | $55,191-28.8% |
| Participation rate | 76.0% | 72.5%+3.4pp | 81.4%-5.4pp | 69.2%+6.8pp |
| Annual return | 0.25% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,960 | $5,042-1.6% | $6,026-17.7% | $3,046+62.8% |
| Admin fee / account holder | $11 | $105-89.8% | $8,175-99.9% | $91-88.1% |