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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $7,329 |
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 | $105,937 | $46,173+129.4% | $170,435-37.8% | $69,631+52.1% |
| Participation rate | 99.4% | 63.9%+35.5pp | 83.6%+15.8pp | 70.7%+28.7pp |
| Annual return | 17.79% | 21.62%-3.8pp | 205.94%-188.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,891 | $1,610+203.9% | $5,432-10.0% | $2,032+140.7% |
| Participant deferral / active EE | $7,779 | $2,080+274.0% | $4,939+57.5% | $3,224+141.3% |
| Admin fee / account holder | $21 | $116-81.8% | $13,881-99.8% | $110-80.9% |