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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $21,274 |
FMW, P.C.2 years Service code 10 · EIN 76-0154479 | Accounting | $3,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $102,590 | $99,994+2.6% | $146,647-30.0% | $85,851+19.5% |
| Participation rate | 93.2% | 73.1%+20.2pp | 80.1%+13.1pp | 69.3%+23.9pp |
| Annual return | 11.28% | 18.93%-7.7pp | 22.75%-11.5pp | 318.63%-307.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $362 | $7,703-95.3% | $10,281-96.5% | $6,261-94.2% |