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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $30,204 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,374 | $35,485-8.8% | $74,551-56.6% | $55,725-41.9% |
| Participation rate | 43.1% | 62.5%-19.4pp | 69.1%-26.0pp | 70.9%-27.7pp |
| Annual return | 11.47% | 0.72%+10.8pp | 32.53%-21.1pp | 244.93%-233.5pp |
| Employer contribution / active EE | $502 | $777-35.4% | $1,961-74.4% | $2,078-75.8% |
| Participant deferral / active EE | $972 | $2,181-55.4% | $3,108-68.7% | $3,356-71.0% |
| Admin fee / account holder | $112 | $114-1.8% | $5,059-97.8% | $115-2.5% |