Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $82,945 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,075 | $37,039-89.0% | $147,618-97.2% | $59,188-93.1% |
| Participation rate | 96.2% | 63.8%+32.5pp | 84.6%+11.6pp | 69.4%+26.8pp |
| Annual return | -1.07% | 7.19%-8.3pp | 61.98%-63.1pp | 5.51%-6.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,904 | $2,094-9.1% | $4,895-61.1% | $3,265-41.7% |
| Admin fee / account holder | $29 | $60-51.2% | $11,612-99.7% | $92-68.2% |