Filed November 18, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $25,250 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 49 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Other Services | $5,287 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,687 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST INVESTMENT SERVICES Service code 99 · EIN 37-1808847 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,341 | $64,176+1.8% | $112,249-41.8% | $66,938-2.4% |
| Participation rate | 48.7% | 68.4%-19.7pp | 75.1%-26.4pp | 69.8%-21.1pp |
| Annual return | -17.50% | -13.80%-3.7pp | 27.48%-45.0pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,082 | $3,007-64.0% | $3,636-70.2% | $2,545-57.5% |
| Participant deferral / active EE | $2,200 | $3,694-40.4% | $4,729-53.5% | $4,238-48.1% |
| Admin fee / account holder | $18 | $626-97.1% | $6,412-99.7% | $594-96.9% |