Filed March 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $76,949 |
SMITH & HOWARD, PC3+ years Filed as: SMITH ADCOCK & CO LLP Service code 10 90 W WIEUCA RD NE STE 100 · ATLANTA, GA 30342 | Accounting | $13,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,498 | $64,909+61.0% | $82,313+27.0% | $62,292+67.8% |
| Participation rate | 92.1% | 74.9%+17.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 14.72% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $4,988 | $1,676+197.6% | $2,428+105.4% | $2,042+144.3% |
| Participant deferral / active EE | $6,515 | $3,103+109.9% | $3,706+75.8% | $3,169+105.6% |
| Admin fee / account holder | $428 | $440-2.7% | $5,608-92.4% | $479-10.8% |