Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Filed as: BB&T BANK Service code 28 · EIN 56-0939887 | Investment Management | $239,680 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 9.73% | 11.57%-1.8pp | 380.71%-371.0pp | 11.45%-1.7pp |
| Employer contribution / active EE | $28,020 | $36,657-23.6% | $45,089-37.9% | $17,219+62.7% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |