Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $6,338 |
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 | $8,182 | $43,423-81.2% | $78,676-89.6% | $55,167-85.2% |
| Participation rate | 58.5% | 68.0%-9.5pp | 73.6%-15.0pp | 69.0%-10.5pp |
| Annual return | 7.23% | 11.53%-4.3pp | 62.19%-55.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,177 | $2,509-53.1% | $3,517-66.5% | $3,054-61.5% |
| Admin fee / account holder | $70 | $416-83.3% | $4,510-98.5% | $504-86.2% |