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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $23,976 |
CHERRY BEKAERT LLP1 year Filed as: CHERRRY BAKAERT LLP Service code 10 · EIN 56-0574444 | Accounting | $23,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,261 | $83,485-13.4% | $125,180-42.3% | $72,983-1.0% |
| Participation rate | 88.4% | 73.3%+15.1pp | 79.8%+8.6pp | 69.5%+18.9pp |
| Annual return | 23.31% | 25.78%-2.5pp | 43.79%-20.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,522 | $2,346+7.5% | $3,866-34.7% | $2,440+3.4% |
| Participant deferral / active EE | $4,447 | $3,586+24.0% | $4,937-9.9% | $3,608+23.3% |
| Admin fee / account holder | $480 | $5,518-91.3% | $9,703-95.1% | $5,124-90.6% |