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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $15,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,320 | $55,449-72.4% | $83,831-81.7% | $56,289-72.8% |
| Participation rate | 40.9% | 68.0%-27.1pp | 76.1%-35.2pp | 69.9%-28.9pp |
| Annual return | -10.27% | -1.38%-8.9pp | 850.99%-861.3pp | -9.96%-0.3pp |
| Employer contribution / active EE | $768 | $2,430-68.4% | $3,631-78.8% | $2,111-63.6% |
| Participant deferral / active EE | $1,742 | $2,935-40.7% | $4,082-57.3% | $3,350-48.0% |
| Admin fee / account holder | $211 | $656-67.8% | $5,479-96.1% | $521-59.5% |