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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $38,991 |
SHDR IA3+ years Filed as: SHDR - IA Service code 27 · EIN 57-0956597 | Advisory (Plan) | $33,639 |
PRONVEST3+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $29,113 |
SUNTRUST BANKS, INC.3+ 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 | $60,332 | $38,833+55.4% | $78,778-23.4% | $77,958-22.6% |
| Participation rate | 27.9% | 60.9%-33.0pp | 69.2%-41.3pp | 71.6%-43.7pp |
| Annual return | 14.94% | 20.31%-5.4pp | 35.62%-20.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $247 | $840-70.5% | $1,986-87.5% | $2,310-89.3% |
| Participant deferral / active EE | $1,139 | $1,776-35.9% | $2,958-61.5% | $3,537-67.8% |
| Admin fee / account holder | $268 | $89+200.8% | $5,134-94.8% | $97+174.9% |