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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $37,297 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $11,998 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $9,322 |
STEGMAN & COMPANY1+ years Filed as: STEGMAN AND COMPANY Service code 10 · EIN 52-0947747 | Accounting | $8,965 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,325 | $39,245-20.2% | $64,105-51.1% | $52,331-40.1% |
| Participation rate | 66.7% | 58.2%+8.4pp | 68.2%-1.5pp | 68.1%-1.4pp |
| Annual return | -0.94% | 14.79%-15.7pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,216 | $1,992+11.3% | $2,822-21.5% | $3,022-26.7% |
| Admin fee / account holder | $365 | $592-38.3% | $4,499-91.9% | $592-38.2% |