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| Provider | Service type | Compensation |
|---|---|---|
BB&T5+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $58,855 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $19,387 |
MOORE COLSON5+ years Service code 10 · EIN 58-1653941 | Accounting | $11,015 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,786 | $88,122-28.8% | $141,162-55.5% | $67,579-7.1% |
| Participation rate | 31.4% | 76.5%-45.0pp | 82.5%-51.1pp | 71.3%-39.9pp |
| Annual return | 18.73% | 75.40%-56.7pp | 71.39%-52.7pp | 378.56%-359.8pp |
| Employer contribution / active EE | $4,807 | $3,224+49.1% | $4,735+1.5% | $2,148+123.8% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $670 | $131+412.1% | $10,261-93.5% | $142+371.0% |