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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $16,968 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,823 | $46,360-42.1% | $147,617-81.8% | $52,331-48.7% |
| Participation rate | 92.1% | 64.9%+27.2pp | 84.6%+7.5pp | 68.1%+24.0pp |
| Annual return | 0.22% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,152 | $2,126-45.8% | $5,564-79.3% | $1,882-38.8% |
| Participant deferral / active EE | $2,651 | $2,258+17.4% | $4,895-45.8% | $3,022-12.3% |
| Admin fee / account holder | $94 | $766-87.7% | $11,612-99.2% | $592-84.1% |