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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2 years Filed as: TRUIST INVESTMENT SERVICES INC Service code 26 303 PEACHTREE CENTER AVE NE · ATLANTA, GA 303033512 | Advisory (Participants) | $18,372 |
STONES RIVER CONSULTING2 years Filed as: STONES RIVER CONSULTING, INC. Service code 73 · EIN 45-3783933 2441 Q OLD FORT PARKWAY · MURFREESBORO, TN 371284162 | Other insurance fees and expenses | $3,375 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,396 | $50,902-79.6% | $155,534-93.3% | $77,736-86.6% |
| Participation rate | 48.8% | 63.1%-14.2pp | 78.2%-29.4pp | 70.6%-21.7pp |
| Annual return | 24.78% | 34.85%-10.1pp | 64.92%-40.1pp | 31.26%-6.5pp |
| Employer contribution / active EE | $944 | $1,991-52.6% | $4,675-79.8% | $2,728-65.4% |
| Participant deferral / active EE | $1,188 | $2,824-57.9% | $5,630-78.9% | $4,651-74.5% |
| Admin fee / account holder | $139 | $437-68.1% | $15,900-99.1% | $433-67.8% |