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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $4,723 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $86,170 | $37,117+132.2% | $147,617-41.6% | $55,191+56.1% |
| Participation rate | 98.1% | 63.6%+34.5pp | 84.6%+13.4pp | 69.2%+28.9pp |
| Annual return | 0.18% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $5,021 | $1,620+209.8% | $5,564-9.8% | $1,899+164.4% |
| Participant deferral / active EE | $7,664 | $1,985+286.0% | $4,895+56.6% | $3,046+151.6% |
| Admin fee / account holder | $17 | $86-80.1% | $11,612-99.9% | $91-81.2% |