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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 | $10,224 |
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 | $133,728 | $62,928+112.5% | $172,752-22.6% | $67,579+97.9% |
| Participation rate | 99.1% | 64.5%+34.6pp | 82.6%+16.4pp | 71.3%+27.8pp |
| Annual return | 22.54% | 30.36%-7.8pp | 802.97%-780.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $4,930 | $1,636+201.3% | $5,144-4.2% | $2,148+129.5% |
| Participant deferral / active EE | $9,116 | $2,145+325.0% | $5,198+75.4% | $3,539+157.6% |
| Admin fee / account holder | $27 | $167-83.6% | $13,955-99.8% | $142-80.8% |