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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $15,105 |
HERTZBACH & COMPANY PA1 year Service code 10 800 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117 | Accounting | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,705 | $51,466+87.9% | $78,778+22.8% | $62,293+55.2% |
| Participation rate | 73.6% | 59.8%+13.8pp | 69.2%+4.4pp | 69.5%+4.1pp |
| Annual return | 9.92% | 19.96%-10.0pp | 35.62%-25.7pp | 28.90%-19.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,193 | $2,147-44.5% | $2,958-59.7% | $3,169-62.4% |
| Admin fee / account holder | $149 | $489-69.6% | $5,134-97.1% | $479-68.9% |