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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $21,787 |
SUNTRUST BANKS, INC.3+ years Filed as: SCOTT, RYAN P. Service code 49 8199 TAMARACK DR · DUBLIN, CA 945681546 | Other Services | $7,455 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,531 |
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 | $38,460 | $155,795-75.3% | $136,298-71.8% | $69,631-44.8% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.3pp | 70.7%+17.6pp |
| Annual return | 19.72% | 232464.33%-232444.6pp | 5156.27%-5136.6pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,229 | $5,394-3.1% | $6,247-16.3% | $3,224+62.2% |
| Admin fee / account holder | $11 | $128-91.2% | $9,244-99.9% | $110-89.8% |