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&T3 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $4,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $4,319 | $39,948-89.2% | $89,435-95.2% | $73,412-94.1% |
| Participation rate | 38.3% | 50.4%-12.2pp | 68.0%-29.7pp | 72.2%-33.9pp |
| Annual return | 33.86% | 50.12%-16.3pp | 245.55%-211.7pp | 59.30%-25.4pp |
| Employer contribution / active EE | $144 | $1,200-88.0% | $2,587-94.5% | $2,234-93.6% |
| Participant deferral / active EE | $722 | $2,193-67.1% | $3,890-81.4% | $3,806-81.0% |
| Admin fee / account holder | $16 | $134-87.8% | $4,884-99.7% | $158-89.7% |