Filed September 30, 2022 (most recent of 3 filings on file)
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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 | $159,149 |
BKD, LLP1 year Filed as: DIXON HUGHS GOODMAN, LLP Service code 10 440 MONTICELLO AVENUE · NORFOLK, VA 23510 | Accounting | $9,500 |
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 | $65,800 | $80,177-17.9% | $123,894-46.9% | $57,658+14.1% |
| Participation rate | 97.3% | 74.4%+22.8pp | 81.4%+15.9pp | 70.2%+27.0pp |
| Annual return | 11.11% | 17.90%-6.8pp | 47.52%-36.4pp | 5.13%+6.0pp |
| Employer contribution / active EE | $2,095 | $2,913-28.1% | $4,617-54.6% | $1,974+6.2% |
| Participant deferral / active EE | $7,027 | $5,130+37.0% | $5,984+17.4% | $3,061+129.6% |
| Admin fee / account holder | $141 | $106+32.3% | $8,357-98.3% | $95+48.8% |