Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $65,222 |
Filed as: MERRILL LYNCH Service code 27 · EIN 94-1687665 | Advisory (Plan) | $28,665 |
BB&T IIA2 years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $26,352 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $1,922 |
Employer contribution per participant 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 | $10,067 | $44,989-77.6% | $170,435-94.1% | $77,958-87.1% |
| Participation rate | 79.3% | 64.6%+14.7pp | 83.6%-4.3pp | 71.6%+7.6pp |
| Annual return | 21.84% | 19.61%+2.2pp | 205.94%-184.1pp | 20.87%+1.0pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,992 | $2,208-9.8% | $4,939-59.7% | $3,537-43.7% |
| Admin fee / account holder | $40 | $69-41.8% | $13,881-99.7% | $97-58.8% |