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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,252 | $53,412+93.3% | $68,509+50.7% | $52,331+97.3% |
| Participation rate | 95.5% | 71.7%+23.8pp | 74.7%+20.8pp | 68.1%+27.4pp |
| Annual return | -0.68% | 3.42%-4.1pp | 8.27%-8.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $656 | $1,607-59.2% | $2,278-71.2% | $1,882-65.1% |
| Participant deferral / active EE | $3,056 | $2,688+13.7% | $3,382-9.6% | $3,022+1.1% |
| Admin fee / account holder | $2 | $461-99.5% | $5,275-100.0% | $592-99.6% |