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| Provider | Service type | Compensation |
|---|---|---|
BB&T4+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $31,155 |
BB&T IIA3 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $25,532 |
PRONVEST4+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $22,573 |
BB&T4+ years Filed as: BB AND T Service code 52 | Indirect Investment Fees | $0 |
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 | $28,593 | $37,196-23.1% | $154,114-81.4% | $55,725-48.7% |
| Participation rate | 77.9% | 64.1%+13.8pp | 83.0%-5.2pp | 70.9%+7.0pp |
| Annual return | -5.33% | 1319.68%-1325.0pp | 735.16%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $498 | $1,614-69.2% | $5,298-90.6% | $2,078-76.1% |
| Participant deferral / active EE | $2,485 | $2,068+20.1% | $5,081-51.1% | $3,356-26.0% |
| Admin fee / account holder | $179 | $102+76.1% | $13,411-98.7% | $115+55.3% |