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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $6,563 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,361 | $88,324-84.9% | $115,038-88.4% | $55,191-75.8% |
| Participation rate | 67.1% | 72.5%-5.4pp | 81.4%-14.2pp | 69.2%-2.0pp |
| Annual return | -2.49% | 6.30%-8.8pp | 26.14%-28.6pp | 10.78%-13.3pp |
| Employer contribution / active EE | $1,482 | $2,805-47.2% | $4,608-67.8% | $1,899-22.0% |
| Participant deferral / active EE | $2,452 | $5,042-51.4% | $6,026-59.3% | $3,046-19.5% |
| Admin fee / account holder | $31 | $105-70.5% | $8,175-99.6% | $91-65.7% |