Filed November 18, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES Service code 99 · EIN 20-5817590 | Other Fees | $21,307 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,019 | $69,383-6.3% | $101,275-35.8% | $73,497-11.5% |
| Participation rate | 65.7% | 68.4%-2.7pp | 75.8%-10.1pp | 70.7%-5.0pp |
| Annual return | 16.41% | 18.46%-2.1pp | 46.48%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,001 | $2,628-61.9% | $3,660-72.6% | $2,270-55.9% |
| Participant deferral / active EE | $2,138 | $3,301-35.2% | $4,371-51.1% | $3,740-42.8% |
| Admin fee / account holder | $13 | $704-98.2% | $5,948-99.8% | $513-97.5% |