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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $22,914 |
PRONVEST2+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $3,249 |
SUNTRUST BANKS, INC.2+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,760 | $48,364-1.2% | $71,796-33.5% | $62,881-24.0% |
| Participation rate | 54.5% | 60.6%-6.1pp | 69.1%-14.6pp | 69.3%-14.8pp |
| Annual return | 8.24% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,464 | $2,091-30.0% | $2,794-47.6% | $3,203-54.3% |
| Admin fee / account holder | $451 | $3,771-88.0% | $4,815-90.6% | $4,296-89.5% |