Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Service code 15 · EIN 56-1368984 | Recordkeeping | $47,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,149 | $72,273-45.8% | $101,275-61.3% | $79,856-51.0% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 11.59% | 22.30%-10.7pp | 46.48%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $7,833 | $2,691+191.1% | $3,660+114.0% | $2,471+217.0% |
| Participant deferral / active EE | $1,051 | $3,282-68.0% | $4,371-76.0% | $3,741-71.9% |
| Admin fee / account holder | $540 | $4,401-87.7% | $5,948-90.9% | $5,306-89.8% |