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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $41,891 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $20,357 |
FIDUCIARYVEST LLC1 year Service code 27 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Advisory (Plan) | $6,065 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,264 | $98,982-29.0% | $162,185-56.7% | $65,186+7.8% |
| Participation rate | 77.6% | 85.8%-8.2pp | 87.6%-10.0pp | 70.2%+7.4pp |
| Annual return | 16.90% | 24.84%-7.9pp | 115.61%-98.7pp | 29.39%-12.5pp |
| Employer contribution / active EE | $1,600 | $3,467-53.8% | $5,613-71.5% | $2,177-26.5% |
| Participant deferral / active EE | $2,880 | $5,384-46.5% | $7,297-60.5% | $3,514-18.1% |
| Admin fee / account holder | $481 | $596-19.3% | $10,844-95.6% | $847-43.2% |