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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Filed as: BBANDT Service code 14 · EIN 56-1368984 | Plan Administrator | $26,098 |
PRONVEST2+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $9,714 |
BB&T IIA1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $8,919 |
SUNTRUST BANKS, INC.2+ 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).
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 | $42,833 | $42,548+0.7% | $74,552-42.5% | $56,287-23.9% |
| Participation rate | 53.9% | 60.5%-6.6pp | 69.1%-15.2pp | 69.9%-15.9pp |
| Annual return | -4.74% | 12.40%-17.1pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,463 | $2,277-35.8% | $3,108-52.9% | $3,350-56.3% |
| Admin fee / account holder | $466 | $467-0.3% | $5,060-90.8% | $521-10.6% |