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| Provider | Service type | Compensation |
|---|---|---|
SHDRIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $21,796 |
BB&T1+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $16,697 |
PRONVEST1+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $13,044 |
BB&T1+ years Filed as: BB AND T Service code 52 | Indirect Investment Fees | $0 |
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 | $27,454 | $37,117-26.0% | $147,618-81.4% | $55,191-50.3% |
| Participation rate | 72.7% | 63.6%+9.1pp | 84.6%-12.0pp | 69.2%+3.5pp |
| Annual return | 0.62% | 3.44%-2.8pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $366 | $1,620-77.4% | $5,565-93.4% | $1,899-80.7% |
| Participant deferral / active EE | $1,936 | $1,985-2.5% | $4,895-60.4% | $3,046-36.4% |
| Admin fee / account holder | $131 | $86+52.6% | $11,612-98.9% | $91+43.8% |