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| Provider | Service type | Compensation |
|---|---|---|
BB&T6+ years Filed as: BB & T Service code 16 · EIN 56-1368984 | Consulting | $38,829 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 60 | Sub-TA Fees | $0 |
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 | $197,312 | $78,781+150.5% | $100,535+96.3% | $73,412+168.8% |
| Participation rate | 96.2% | 80.0%+16.1pp | 79.4%+16.7pp | 72.2%+24.0pp |
| Annual return | 29.92% | 31.69%-1.8pp | 30.90%-1.0pp | 59.30%-29.4pp |
| Employer contribution / active EE | $6,024 | $2,420+148.9% | $3,419+76.2% | $2,234+169.7% |
| Participant deferral / active EE | $11,419 | $6,537+74.7% | $6,271+82.1% | $3,806+200.0% |
| Admin fee / account holder | $76 | $145-47.9% | $8,085-99.1% | $158-52.1% |