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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $8,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $13,093 | $50,898-74.3% | $171,082-92.3% | $55,167-76.3% |
| Participation rate | 44.4% | 63.3%-18.8pp | 76.7%-32.3pp | 69.0%-24.5pp |
| Annual return | 8.06% | 15.34%-7.3pp | 32.56%-24.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $668 | $1,433-53.4% | $4,002-83.3% | $1,963-66.0% |
| Participant deferral / active EE | $983 | $2,994-67.2% | $4,797-79.5% | $3,054-67.8% |
| Admin fee / account holder | $88 | $500-82.3% | $8,520-99.0% | $504-82.5% |