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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 16 · EIN 56-1368984 | Consulting | $107,476 |
BB&T IIA4 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $3,149 |
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.
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 | $13,835 | $41,774-66.9% | $118,925-88.4% | $90,288-84.7% |
| Participation rate | 59.8% | 55.0%+4.8pp | 75.4%-15.5pp | 73.4%-13.5pp |
| Annual return | 11.86% | 16.64%-4.8pp | 35.88%-24.0pp | 53.97%-42.1pp |
| Employer contribution / active EE | $313 | $986-68.2% | $3,263-90.4% | $2,524-87.6% |
| Participant deferral / active EE | $784 | $1,683-53.5% | $4,265-81.6% | $4,232-81.5% |
| Admin fee / account holder | $42 | $85-50.1% | $6,581-99.4% | $114-62.9% |