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| Provider | Service type | Compensation |
|---|---|---|
BB&T5+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $70,086 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 33 · EIN 54-1742975 | Sub-transfer agency fees; Securities ... | $4,419 |
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 | $171,106 | $69,231+147.2% | $91,994+86.0% | $67,579+153.2% |
| Participation rate | 96.6% | 78.9%+17.7pp | 78.6%+18.0pp | 71.3%+25.3pp |
| Annual return | 27.53% | 32.03%-4.5pp | 69.04%-41.5pp | 378.56%-351.0pp |
| Employer contribution / active EE | $6,079 | $2,284+166.2% | $3,453+76.1% | $2,148+183.1% |
| Participant deferral / active EE | $11,271 | $5,854+92.5% | $5,924+90.3% | $3,539+218.4% |
| Admin fee / account holder | $161 | $107+49.7% | $7,744-97.9% | $142+13.0% |