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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: TRUST ADVISORY SERVICES INC. Service code 27 | Advisory (Plan) | $24,614 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $12,777 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,106 |
SUNTRUST BANKS, INC.4 years Filed as: TRUST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,419 | $62,686+10.7% | $178,505-61.1% | $77,762-10.7% |
| Participation rate | 39.6% | 66.9%-27.3pp | 77.1%-37.5pp | 70.6%-31.0pp |
| Annual return | 12.06% | 16.16%-4.1pp | 27.16%-15.1pp | 31.27%-19.2pp |
| Employer contribution / active EE | -$13 | $1,914-100.7% | $3,955-100.3% | $2,728-100.5% |
| Participant deferral / active EE | $2,820 | $4,224-33.2% | $6,280-55.1% | $4,651-39.4% |
| Admin fee / account holder | $89 | $386-77.0% | $10,428-99.1% | $433-79.5% |