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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $62,213 |
HERTZBACH & COMPANY PA3 years Service code 10 800 RED BROOK BLVD STE 300 · OWINGS MILLS, MD 21117 | Accounting | $8,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,251 | $49,138+122.3% | $84,023+30.0% | $65,186+67.6% |
| Participation rate | 78.4% | 60.7%+17.6pp | 69.0%+9.3pp | 70.2%+8.2pp |
| Annual return | 3.51% | 23.00%-19.5pp | 71.32%-67.8pp | 29.39%-25.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,646 | $2,397-31.3% | $3,239-49.2% | $3,514-53.2% |
| Admin fee / account holder | $416 | $543-23.4% | $6,102-93.2% | $847-50.9% |