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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $20,957 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,723 | $71,666-64.1% | $117,861-78.2% | $69,631-63.1% |
| Participation rate | 78.1% | 77.5%+0.5pp | 79.7%-1.6pp | 70.7%+7.4pp |
| Annual return | 17.26% | 18.86%-1.6pp | 335.11%-317.8pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $648 | $1,889-65.7% | $3,786-82.9% | $2,032-68.1% |
| Participant deferral / active EE | $2,154 | $3,340-35.5% | $4,482-51.9% | $3,224-33.2% |
| Admin fee / account holder | $78 | $120-35.3% | $8,021-99.0% | $110-29.5% |