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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $42,055 |
MOORE COLSON3+ years Service code 10 · EIN 58-1653941 | Accounting | $10,290 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $132 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,835 | $155,795-66.7% | $136,298-62.0% | $69,631-25.6% |
| Participation rate | 26.4% | 75.2%-48.9pp | 81.9%-55.5pp | 70.7%-44.3pp |
| Annual return | 15.07% | 232464.33%-232449.3pp | 5156.27%-5141.2pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,028 | $5,394-25.3% | $6,247-35.5% | $3,224+25.0% |
| Admin fee / account holder | $426 | $128+231.9% | $9,244-95.4% | $110+285.4% |