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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $6,190 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,981 | $69,383-61.1% | $101,271-73.4% | $73,493-63.3% |
| Participation rate | 31.6% | 68.4%-36.8pp | 75.8%-44.3pp | 70.7%-39.1pp |
| Annual return | 44.66% | 18.46%+26.2pp | 46.48%-1.8pp | 28.51%+16.1pp |
| Employer contribution / active EE | $133 | $2,628-95.0% | $3,660-96.4% | $2,270-94.2% |
| Participant deferral / active EE | $1,422 | $3,301-56.9% | $4,371-67.5% | $3,740-62.0% |
| Admin fee / account holder | $88 | $704-87.5% | $5,948-98.5% | $513-82.9% |