Filed August 26, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES LLC Service code 49 · EIN 20-5817590 | Other Services | $38,765 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,265 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,673 | $63,905-12.9% | $74,184-25.0% | $57,658-3.4% |
| Participation rate | 96.5% | 79.8%+16.7pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 29.26% | 60.60%-31.3pp | 17.74%+11.5pp | 5.13%+24.1pp |
| Employer contribution / active EE | $2,334 | $1,840+26.8% | $2,370-1.5% | $1,974+18.3% |
| Participant deferral / active EE | $4,647 | $3,448+34.8% | $3,550+30.9% | $3,061+51.8% |
| Admin fee / account holder | $11 | $91-87.7% | $5,586-99.8% | $95-88.2% |