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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $52,684 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 · EIN 54-1742975 | Sub-transfer agency fees; Securities ... | $5,593 |
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 | $159,263 | $65,592+142.8% | $90,161+76.6% | $69,631+128.7% |
| Participation rate | 98.5% | 77.6%+20.9pp | 76.9%+21.6pp | 70.7%+27.8pp |
| Annual return | 22.51% | 57.10%-34.6pp | 34.89%-12.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $7,038 | $2,193+220.9% | $3,318+112.1% | $2,032+246.3% |
| Participant deferral / active EE | $12,463 | $5,257+137.1% | $5,287+135.7% | $3,224+286.6% |
| Admin fee / account holder | $163 | $86+90.0% | $5,943-97.3% | $110+47.4% |