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| Provider | Service type | Compensation |
|---|---|---|
BB&T4 years Service code 24 · EIN 56-1368984 | Discretionary Trustee | $27,827 |
STANDARD RETIREMENT SERVICES5+ years Filed as: STANDARD RETIREMENT SERVICES, INC. Service code 11 · EIN 25-1838406 | Actuarial | $21,700 |
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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 1.44% | 9.03%-7.6pp | 90.61%-89.2pp | 627.08%-625.6pp |
| Employer contribution / active EE | $894 | $13,843-93.5% | $32,730-97.3% | $18,824-95.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |