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| Provider | Service type | Compensation |
|---|---|---|
BB&T4+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $50,523 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $15,955 |
MOORE COLSON4+ years Service code 10 · EIN 58-1653941 | Accounting | $10,635 |
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.)
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 | $43,772 | $75,388-41.9% | $123,553-64.6% | $55,725-21.5% |
| Participation rate | 34.4% | 75.7%-41.2pp | 82.3%-47.9pp | 70.9%-36.4pp |
| Annual return | -0.05% | 4.48%-4.5pp | 119.21%-119.3pp | 244.93%-245.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,032 | $5,651+6.8% | $6,426-6.1% | $3,356+79.8% |
| Admin fee / account holder | $489 | $120+308.0% | $9,284-94.7% | $115+324.2% |