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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 | $44,548 |
KANE KESSLER PC3+ years Filed as: KANE AND KOLTUN, ATTORNEYS AT LAW Service code 29 557 NORTH WYMORE RD STE 100 · MAITLAND, FL 32751 | Legal | $8,840 |
CLIFTONLARSONALLEN LLP1 year Filed as: LARSONALLEN LLP Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $6,400 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,581 |
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 | $127,341 | $80,753+57.7% | $136,298-6.6% | $62,293+104.4% |
| Participation rate | 90.9% | 73.5%+17.3pp | 81.9%+8.9pp | 69.5%+21.3pp |
| Annual return | 17.84% | 35.83%-18.0pp | 5156.27%-5138.4pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,080 | $2,884-62.5% | $4,696-77.0% | $2,042-47.1% |
| Participant deferral / active EE | $4,353 | $5,164-15.7% | $6,247-30.3% | $3,169+37.4% |
| Admin fee / account holder | $280 | $525-46.7% | $9,244-97.0% | $479-41.6% |