Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Service code 21 · EIN 57-0956597 | Bank Trustee | $38,319 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $125 |
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 | $116,819 | $88,122+32.6% | $141,191-17.3% | $67,579+72.9% |
| Participation rate | 96.0% | 76.5%+19.6pp | 82.5%+13.6pp | 71.3%+24.8pp |
| Annual return | 20.47% | 75.40%-54.9pp | 71.41%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $3,262 | $3,224+1.2% | $4,736-31.1% | $2,148+51.9% |
| Participant deferral / active EE | $8,026 | $5,958+34.7% | $6,710+19.6% | $3,539+126.8% |
| Admin fee / account holder | $171 | $131+30.5% | $10,264-98.3% | $142+20.1% |