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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $23,530 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $96,149 | $73,638+30.6% | $95,952+0.2% | $73,488+30.8% |
| Participation rate | 48.5% | 76.2%-27.7pp | 77.1%-28.6pp | 70.7%-22.2pp |
| Annual return | 7.83% | 16.78%-9.0pp | 91.61%-83.8pp | 28.51%-20.7pp |
| Employer contribution / active EE | $644 | $1,863-65.4% | $2,541-74.7% | $2,270-71.6% |
| Participant deferral / active EE | $2,014 | $3,617-44.3% | $4,167-51.7% | $3,740-46.2% |
| Admin fee / account holder | $322 | $482-33.1% | $6,795-95.3% | $513-37.2% |