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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BROAD STREET CAPITAL ADVISORS LLC Service code 16 1550 TIMOTHY RD STE 102 · ATHENS, GA 30606 | Consulting | $25,109 |
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $14,901 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,676 | $68,413-71.2% | $123,105-84.0% | $55,191-64.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 86.8%+2.1pp | 69.2%+19.7pp |
| Annual return | -1.34% | 6.30%-7.6pp | 13.22%-14.6pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,240 | $3,050-59.3% | $5,151-75.9% | $1,899-34.7% |
| Participant deferral / active EE | $1,710 | $4,490-61.9% | $6,229-72.5% | $3,046-43.9% |
| Admin fee / account holder | $114 | $88+29.4% | $9,014-98.7% | $91+25.2% |