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| Provider | Service type | Compensation |
|---|---|---|
BB&T5+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $17,152 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,524 | $65,322-85.4% | $70,476-86.5% | $73,493-87.0% |
| Participation rate | 81.1% | 77.0%+4.1pp | 75.1%+6.0pp | 70.7%+10.4pp |
| Annual return | 1.79% | 15.71%-13.9pp | 109.12%-107.3pp | 28.51%-26.7pp |
| Employer contribution / active EE | $893 | $2,460-63.7% | $2,738-67.4% | $2,270-60.7% |
| Participant deferral / active EE | $1,396 | $3,375-58.6% | $3,710-62.4% | $3,740-62.7% |
| Admin fee / account holder | $96 | $214-55.0% | $3,847-97.5% | $513-81.2% |