Filed August 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC6+ years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $14,312 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,332 | $58,888-36.6% | $178,498-79.1% | $73,493-49.2% |
| Participation rate | 48.4% | 66.2%-17.8pp | 81.9%-33.5pp | 70.7%-22.3pp |
| Annual return | 14.94% | 24.86%-9.9pp | 151.09%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $915 | $2,236-59.1% | $5,011-81.7% | $2,270-59.7% |
| Participant deferral / active EE | $2,776 | $2,568+8.1% | $5,202-46.6% | $3,740-25.8% |
| Admin fee / account holder | $32 | $400-92.0% | $13,985-99.8% | $513-93.8% |