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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $4,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,032 | $39,819-42.2% | $67,834-66.0% | $57,658-60.1% |
| Participation rate | 37.6% | 61.2%-23.7pp | 68.8%-31.2pp | 70.2%-32.6pp |
| Annual return | 6.03% | 9.19%-3.2pp | 138.47%-132.4pp | 5.13%+0.9pp |
| Employer contribution / active EE | $286 | $1,277-77.6% | $2,403-88.1% | $1,974-85.5% |
| Participant deferral / active EE | $890 | $2,209-59.7% | $3,160-71.8% | $3,061-70.9% |
| Admin fee / account holder | $15 | $84-82.6% | $4,622-99.7% | $95-84.6% |