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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $22,270 |
PRONVEST1+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $5,258 |
SUNTRUST BANKS, INC.1+ years Filed as: BBANDT Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,178 | $45,566-7.4% | $64,105-34.2% | $59,633-29.3% |
| Participation rate | 55.4% | 60.2%-4.7pp | 68.2%-12.7pp | 68.7%-13.2pp |
| Annual return | -0.54% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,457 | $2,057-29.2% | $2,822-48.4% | $3,192-54.4% |
| Admin fee / account holder | $467 | $3,268-85.7% | $4,499-89.6% | $4,297-89.1% |