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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $26,163 |
EMPLOYEE FIDUCIARY, LLC3+ years Service code 15 · EIN 61-1579239 | Recordkeeping | $14,249 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,323 | $155,795-97.2% | $136,298-96.8% | $69,631-93.8% |
| Participation rate | 87.6% | 75.2%+12.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 18.34% | 232464.33%-232446.0pp | 5156.27%-5137.9pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $256 | $2,991-91.4% | $4,696-94.5% | $2,032-87.4% |
| Participant deferral / active EE | $1,174 | $5,394-78.2% | $6,247-81.2% | $3,224-63.6% |
| Admin fee / account holder | $42 | $128-67.6% | $9,244-99.6% | $110-62.4% |