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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 50 · EIN 56-0939887 | Direct Payment | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,258 | $37,426-94.0% | $77,482-97.1% | $79,858-97.2% |
| Participation rate | 8.5% | 41.5%-33.0pp | 54.2%-45.7pp | 69.6%-61.2pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $390 | $637-38.8% | $986-60.5% | $2,471-84.2% |
| Participant deferral / active EE | $584 | $1,260-53.7% | $1,861-68.6% | $3,740-84.4% |
| Admin fee / account holder | $17 | $2,504-99.3% | $2,858-99.4% | $5,306-99.7% |