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| Provider | Service type | Compensation |
|---|---|---|
BB&T4 years Service code 21 · EIN 56-1368984 | Bank Trustee | $33,840 |
PRONVEST6+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $20,576 |
BB&T IIA5 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $10,000 |
LINDAHL ASSOCIATES PLLC5 years Filed as: LINDAHL ASSOCIATES, PLLC Service code 10 · EIN 20-8898964 | Accounting | $4,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,961 | $91,517-43.2% | $101,271-48.7% | $73,412-29.2% |
| Participation rate | 16.0% | 73.8%-57.8pp | 75.8%-59.9pp | 72.2%-56.2pp |
| Annual return | 12.37% | 17.17%-4.8pp | 46.48%-34.1pp | 59.30%-46.9pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $297 | $3,338-91.1% | $4,371-93.2% | $3,806-92.2% |
| Admin fee / account holder | $288 | $216+33.2% | $5,948-95.2% | $158+82.2% |