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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $93,495 |
BB&T IIA3 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $19,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,830 | $97,954-66.5% | $115,157-71.5% | $77,787-57.8% |
| Participation rate | 25.5% | 52.3%-26.8pp | 75.9%-50.4pp | 73.2%-47.8pp |
| Annual return | 15.00% | 23.95%-9.0pp | 35.60%-20.6pp | 32.57%-17.6pp |
| Employer contribution / active EE | $219 | $927-76.4% | $3,179-93.1% | $2,504-91.3% |
| Participant deferral / active EE | $644 | $1,655-61.1% | $4,168-84.5% | $3,967-83.8% |
| Admin fee / account holder | $114 | $347-67.1% | $7,088-98.4% | $100+14.3% |