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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: SCOTT, RYAN P. Service code 49 500 YGNACIO VALLEY RD · WALNUT CREEK, CA 945968206 | Other Services | $26,543 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,470 |
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 | $39,563 | $80,177-50.7% | $123,894-68.1% | $57,658-31.4% |
| Participation rate | 82.0% | 74.4%+7.6pp | 81.4%+0.6pp | 70.2%+11.8pp |
| Annual return | 10.71% | 17.90%-7.2pp | 47.52%-36.8pp | 5.13%+5.6pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,205 | $5,130+1.5% | $5,984-13.0% | $3,061+70.1% |
| Admin fee / account holder | $8 | $106-92.8% | $8,357-99.9% | $95-91.9% |