Filed March 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $88,835 |
SMITH & HOWARD, PC2+ years Filed as: SMITH ADCOCK & CO LLP Service code 10 90 W WIEUCA RD NE STE 100 · ATLANTA, GA 30342 | Accounting | $15,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,626 | $60,165+55.6% | $74,184+26.2% | $55,167+69.7% |
| Participation rate | 95.5% | 74.2%+21.3pp | 76.6%+18.9pp | 69.0%+26.5pp |
| Annual return | 7.35% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,439 | $1,600+177.5% | $2,370+87.3% | $1,963+126.2% |
| Participant deferral / active EE | $6,420 | $2,973+116.0% | $3,550+80.8% | $3,054+110.2% |
| Admin fee / account holder | $476 | $419+13.6% | $5,586-91.5% | $504-5.5% |