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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $53,716 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 54-1742975 | Securities brokerage; Sub-transfer ag... | $7,371 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,568 | $55,182+69.6% | $73,309+27.6% | $55,191+69.5% |
| Participation rate | 97.7% | 73.9%+23.7pp | 74.9%+22.7pp | 69.2%+28.5pp |
| Annual return | -0.68% | 8.55%-9.2pp | 5.67%-6.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $5,600 | $1,935+189.5% | $3,237+73.0% | $1,899+195.0% |
| Participant deferral / active EE | $10,073 | $4,641+117.1% | $4,991+101.8% | $3,046+230.7% |
| Admin fee / account holder | $159 | $68+132.3% | $5,635-97.2% | $91+75.2% |