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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $30,828 |
BB&T1+ years Filed as: BB AND T Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,859 | $36,916-67.9% | $156,549-92.4% | $57,658-79.4% |
| Participation rate | 72.7% | 63.4%+9.2pp | 84.0%-11.3pp | 70.2%+2.5pp |
| Annual return | 0.27% | 12.38%-12.1pp | 32.23%-32.0pp | 5.13%-4.9pp |
| Employer contribution / active EE | $439 | $1,571-72.0% | $5,501-92.0% | $1,974-77.7% |
| Participant deferral / active EE | $1,265 | $1,926-34.3% | $4,871-74.0% | $3,061-58.7% |
| Admin fee / account holder | $49 | $82-40.7% | $13,027-99.6% | $95-48.2% |