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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: BBANDT Service code 21 · EIN 56-1368984 | Bank Trustee | $31,357 |
PRONVEST1 year Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $11,605 |
BB&T1 year Filed as: BB AND T 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,529 | $42,396+66.4% | $67,313+4.8% | $56,287+25.3% |
| Participation rate | 68.5% | 61.0%+7.5pp | 69.1%-0.6pp | 69.9%-1.4pp |
| Annual return | -3.51% | -36.63%+33.1pp | -4.08%+0.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,235 | $1,414-12.6% | $2,566-51.9% | $2,111-41.5% |
| Participant deferral / active EE | $1,588 | $2,360-32.7% | $3,568-55.5% | $3,350-52.6% |
| Admin fee / account holder | $361 | $510-29.2% | $4,507-92.0% | $521-30.7% |