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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $3,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,071 | $42,548-31.7% | $74,551-61.0% | $56,289-48.4% |
| Participation rate | 24.1% | 60.5%-36.4pp | 69.1%-45.1pp | 69.9%-45.8pp |
| Annual return | -12.42% | 12.40%-24.8pp | 32.53%-45.0pp | -9.96%-2.5pp |
| Employer contribution / active EE | $221 | $855-74.2% | $1,961-88.7% | $2,111-89.5% |
| Participant deferral / active EE | $1,361 | $2,277-40.2% | $3,108-56.2% | $3,350-59.4% |
| Admin fee / account holder | $82 | $467-82.5% | $5,059-98.4% | $521-84.3% |