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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 50 · EIN 56-0939887 | Direct Payment | $830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $4,765 | $73,102-93.5% | $123,553-96.1% | $56,289-91.5% |
| Participation rate | 21.9% | 74.3%-52.4pp | 82.3%-60.4pp | 69.9%-47.9pp |
| Annual return | -3.21% | 3.01%-6.2pp | 119.21%-122.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $722 | $5,423-86.7% | $6,426-88.8% | $3,350-78.5% |
| Admin fee / account holder | $11 | $554-97.9% | $9,284-99.9% | $521-97.8% |