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| Provider | Service type | Compensation |
|---|---|---|
SHDR IA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $29,758 |
SUNTRUST BANKS, INC.1+ years Filed as: BBANDT Service code 37 · EIN 56-1368984 | Loan Processing | $16,496 |
PRONVEST1+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $15,838 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 63 | 12b-1 Fees | $0 |
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.
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 | $157,447 | $76,551+105.7% | $123,894+27.1% | $62,881+150.4% |
| Participation rate | 93.0% | 73.0%+20.0pp | 81.4%+11.5pp | 69.3%+23.7pp |
| Annual return | -0.71% | 18.68%-19.4pp | 47.52%-48.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $4,598 | $2,882+59.5% | $4,617-0.4% | $2,281+101.6% |
| Participant deferral / active EE | $6,808 | $4,840+40.7% | $5,984+13.8% | $3,203+112.6% |
| Admin fee / account holder | $619 | $4,826-87.2% | $8,357-92.6% | $4,296-85.6% |