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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $5,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,935 | $41,854-81.0% | $73,836-89.3% | $52,331-84.8% |
| Participation rate | 52.5% | 66.2%-13.8pp | 73.4%-21.0pp | 68.1%-15.6pp |
| Annual return | -1.09% | 2.11%-3.2pp | 2268.06%-2269.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,010 | $2,498-59.6% | $3,583-71.8% | $3,022-66.6% |
| Admin fee / account holder | $65 | $493-86.8% | $4,882-98.7% | $592-89.0% |