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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $50,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,050 | $64,286-73.5% | $90,965-81.3% | $73,412-76.8% |
| Participation rate | 65.7% | 63.6%+2.1pp | 69.0%-3.3pp | 72.2%-6.5pp |
| Annual return | 13.78% | 21.46%-7.7pp | 134.57%-120.8pp | 59.30%-45.5pp |
| Employer contribution / active EE | $293 | $895-67.3% | $2,122-86.2% | $2,234-86.9% |
| Participant deferral / active EE | $2,068 | $2,453-15.7% | $3,373-38.7% | $3,806-45.7% |
| Admin fee / account holder | $103 | $287-64.2% | $5,960-98.3% | $158-34.9% |