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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 | $4,591 |
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 | $87,119 | $36,916+136.0% | $156,551-44.4% | $57,658+51.1% |
| Participation rate | 99.0% | 63.4%+35.6pp | 84.0%+15.0pp | 70.2%+28.8pp |
| Annual return | 6.85% | 12.38%-5.5pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $4,809 | $1,571+206.2% | $5,501-12.6% | $1,974+143.6% |
| Participant deferral / active EE | $7,348 | $1,926+281.6% | $4,871+50.8% | $3,061+140.1% |
| Admin fee / account holder | $14 | $82-82.8% | $13,028-99.9% | $95-85.0% |