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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: BBANDT Service code 14 · EIN 56-1368984 | Plan Administrator | $24,386 |
PRONVEST1+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $9,127 |
SHDR IA1+ years Filed as: SHDR Service code 27 · EIN 57-0956597 | Advisory (Plan) | $8,482 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING AND TRUST Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,188 | $51,466-23.9% | $78,778-50.3% | $62,293-37.1% |
| Participation rate | 57.4% | 59.8%-2.4pp | 69.2%-11.8pp | 69.5%-12.2pp |
| Annual return | 13.69% | 19.96%-6.3pp | 35.62%-21.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,434 | $2,147-33.2% | $2,958-51.5% | $3,169-54.7% |
| Admin fee / account holder | $365 | $489-25.4% | $5,134-92.9% | $479-23.8% |