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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $11,263 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,891 | $52,884-62.4% | $84,753-76.5% | $55,167-63.9% |
| Participation rate | 55.9% | 67.5%-11.6pp | 76.6%-20.7pp | 69.0%-13.1pp |
| Annual return | 9.39% | 18.03%-8.6pp | 22.78%-13.4pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,701 | $2,233-23.8% | $3,574-52.4% | $1,963-13.3% |
| Participant deferral / active EE | $395 | $2,644-85.0% | $3,712-89.3% | $3,054-87.1% |
| Admin fee / account holder | $153 | $581-73.6% | $5,333-97.1% | $504-69.6% |