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| Provider | Service type | Compensation |
|---|---|---|
BB&T4+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $29,833 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 33 · EIN 54-1742975 | Securities brokerage; Sub-transfer ag... | $6,645 |
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 | $154,415 | $62,543+146.9% | $83,327+85.3% | $55,725+177.1% |
| Participation rate | 97.4% | 78.4%+19.0pp | 77.8%+19.7pp | 70.9%+26.6pp |
| Annual return | -6.72% | 14.85%-21.6pp | 10.64%-17.4pp | 244.93%-251.6pp |
| Employer contribution / active EE | $6,918 | $2,427+185.0% | $3,379+104.7% | $2,078+232.9% |
| Participant deferral / active EE | $12,782 | $5,682+125.0% | $5,565+129.7% | $3,356+280.9% |
| Admin fee / account holder | $82 | $103-20.9% | $7,540-98.9% | $115-29.2% |