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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: TRUST ADVISORY SERVICES INC. Service code 27 | Advisory (Plan) | $21,298 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,316 |
SUNTRUST BANKS, INC.2 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 INCORPORATED6+ 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 | $52,029 | $50,458+3.1% | $160,009-67.5% | $64,819-19.7% |
| Participation rate | 36.4% | 68.0%-31.6pp | 78.0%-41.6pp | 71.5%-35.1pp |
| Annual return | -17.89% | -13.42%-4.5pp | 408.85%-426.7pp | 32.84%-50.7pp |
| Employer contribution / active EE | $431 | $1,722-75.0% | $4,225-89.8% | $2,507-82.8% |
| Participant deferral / active EE | $2,447 | $4,004-38.9% | $6,183-60.4% | $4,311-43.2% |
| Admin fee / account holder | $25 | $706-96.5% | $8,715-99.7% | $188-86.8% |