Filed August 14, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-4926179 | Advisory (Participants) | $50,349 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 26 · EIN 37-1808847 | Advisory (Participants) | $4,421 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,374 | $101,672+36.1% | $147,117-5.9% | $74,478+85.8% |
| Participation rate | 87.2% | 75.5%+11.7pp | 82.2%+5.0pp | 67.2%+20.0pp |
| Annual return | 13.97% | 8757.83%-8743.9pp | 420.54%-406.6pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $91 | $3,813-97.6% | $4,932-98.2% | $2,626-96.5% |
| Participant deferral / active EE | $9,035 | $7,305+23.7% | $8,065+12.0% | $4,350+107.7% |
| Admin fee / account holder | $342 | $1,753-80.5% | $12,993-97.4% | $1,946-82.4% |