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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVC Service code 15 · EIN 01-0233346 | Recordkeeping | $77,576 |
SUNTRUST BANKS, INC.2 years Filed as: SUNTRUST BANK Service code 15 P.O. BOX 26489 · RICHMOND, VA 23261 | Recordkeeping | $27,126 |
HOLLAND SHIPES PENNIX, LLP3 years Service code 10 · EIN 47-1471220 | Accounting | $17,650 |
CAMBRIDGE WEALTH ADVISORS3 years Filed as: CAMBRIDGE WEALTH ADVISORS, LLC Service code 27 · EIN 27-0397626 | Advisory (Plan) | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,498 | $71,106-58.5% | $83,323-64.6% | $75,289-60.8% |
| Participation rate | 48.8% | 82.0%-33.2pp | 77.8%-28.9pp | 72.4%-23.6pp |
| Annual return | -2.95% | -0.56%-2.4pp | 10.63%-13.6pp | -0.04%-2.9pp |
| Employer contribution / active EE | $431 | $2,436-82.3% | $3,379-87.2% | $2,405-82.1% |
| Participant deferral / active EE | $3,333 | $6,249-46.7% | $5,565-40.1% | $3,739-10.8% |
| Admin fee / account holder | $108 | $72+49.5% | $7,539-98.6% | $102+5.7% |