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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $42,423 |
SHDR IA2+ years Filed as: SHDR - IA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $30,074 |
PRONVEST2+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $26,198 |
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING AND TRUST Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,339 | $33,232+60.5% | $71,796-25.7% | $63,975-16.6% |
| Participation rate | 29.1% | 60.1%-31.0pp | 69.1%-40.0pp | 71.1%-42.0pp |
| Annual return | 5.96% | 11.99%-6.0pp | 78.04%-72.1pp | 48.65%-42.7pp |
| Employer contribution / active EE | $265 | $723-63.3% | $1,924-86.2% | $2,182-87.8% |
| Participant deferral / active EE | $1,182 | $1,604-26.3% | $2,794-57.7% | $3,356-64.8% |
| Admin fee / account holder | $262 | $63+313.5% | $4,815-94.5% | $70+272.7% |