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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $5,358 |
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 | $101,144 | $37,196+171.9% | $154,108-34.4% | $55,725+81.5% |
| Participation rate | 98.8% | 64.1%+34.7pp | 83.0%+15.8pp | 70.9%+27.9pp |
| Annual return | -5.82% | 1319.68%-1325.5pp | 735.21%-741.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $4,754 | $1,614+194.5% | $5,298-10.3% | $2,078+128.7% |
| Participant deferral / active EE | $8,186 | $2,068+295.8% | $5,081+61.1% | $3,356+144.0% |
| Admin fee / account holder | $14 | $102-86.0% | $13,411-99.9% | $115-87.7% |