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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Service code 21 · EIN 56-1368984 | Bank Trustee | $48,876 |
PRONVEST6+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $12,740 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $9,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,165 | $52,293-59.5% | $178,490-88.1% | $73,409-71.2% |
| Participation rate | 15.2% | 65.3%-50.2pp | 81.9%-66.7pp | 72.2%-57.0pp |
| Annual return | 10.81% | 34.75%-23.9pp | 151.07%-140.3pp | 59.29%-48.5pp |
| Employer contribution / active EE | $583 | $1,735-66.4% | $5,011-88.4% | $2,234-73.9% |
| Participant deferral / active EE | $1,085 | $2,332-53.5% | $5,202-79.1% | $3,805-71.5% |
| Admin fee / account holder | $316 | $127+148.5% | $13,984-97.7% | $158+100.5% |