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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $1,760 |
Participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,535 | $57,976-92.2% | $63,018-92.8% | $62,293-92.7% |
| Participation rate | 82.6% | 75.9%+6.6pp | 74.8%+7.8pp | 69.5%+13.1pp |
| Annual return | 15.56% | 17.54%-2.0pp | 87.62%-72.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,065 | $2,415-55.9% | $2,761-61.4% | $2,042-47.9% |
| Participant deferral / active EE | $664 | $2,956-77.5% | $3,330-80.1% | $3,169-79.0% |
| Admin fee / account holder | $13 | $276-95.4% | $3,601-99.6% | $479-97.4% |