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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 | $74,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,832 | $49,138+25.8% | $84,023-26.4% | $65,186-5.1% |
| Participation rate | 53.7% | 60.7%-7.1pp | 69.0%-15.4pp | 70.2%-16.5pp |
| Annual return | 7.52% | 23.00%-15.5pp | 71.32%-63.8pp | 29.39%-21.9pp |
| Employer contribution / active EE | $4 | $914-99.5% | $1,984-99.8% | $2,177-99.8% |
| Participant deferral / active EE | $2,729 | $2,397+13.8% | $3,239-15.8% | $3,514-22.3% |
| Admin fee / account holder | $297 | $543-45.3% | $6,102-95.1% | $847-64.9% |