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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Filed as: BBANDT Service code 21 · EIN 57-0956597 | Bank Trustee | $40,550 |
PRONVEST4+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $10,388 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,997 | $47,977-79.2% | $154,111-93.5% | $56,287-82.2% |
| Participation rate | 90.3% | 66.2%+24.1pp | 83.0%+7.2pp | 69.9%+20.4pp |
| Annual return | -7.67% | 3.54%-11.2pp | 735.18%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $605 | $2,169-72.1% | $5,298-88.6% | $2,111-71.3% |
| Participant deferral / active EE | $1,224 | $2,392-48.8% | $5,081-75.9% | $3,350-63.5% |
| Admin fee / account holder | $149 | $438-65.9% | $13,411-98.9% | $521-71.3% |