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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $10,595 |
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 | $167,494 | $52,293+220.3% | $178,503-6.2% | $73,412+128.2% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.2pp |
| Annual return | 16.98% | 34.75%-17.8pp | 151.12%-134.1pp | 59.30%-42.3pp |
| Employer contribution / active EE | $3,998 | $1,736+130.3% | $5,011-20.2% | $2,234+79.0% |
| Participant deferral / active EE | $9,100 | $2,333+290.0% | $5,202+74.9% | $3,806+139.1% |
| Admin fee / account holder | $29 | $127-77.5% | $13,987-99.8% | $158-81.8% |