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| Provider | Service type | Compensation |
|---|---|---|
BB&T3 years Service code 15 · EIN 56-1368984 | Recordkeeping | $29,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,147 | $69,383+11.2% | $101,264-23.8% | $73,493+5.0% |
| Participation rate | 48.1% | 68.4%-20.3pp | 75.8%-27.7pp | 70.7%-22.6pp |
| Annual return | 11.14% | 18.46%-7.3pp | 46.48%-35.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $157 | $2,628-94.0% | $3,660-95.7% | $2,270-93.1% |
| Participant deferral / active EE | $1,547 | $3,301-53.1% | $4,370-64.6% | $3,740-58.6% |
| Admin fee / account holder | $415 | $704-41.1% | $5,947-93.0% | $513-19.2% |