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&T3 years Filed as: BB AND T Service code 21 · EIN 56-1368984 | Bank Trustee | $34,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $36,798 | $40,174-8.4% | $84,023-56.2% | $67,582-45.5% |
| Participation rate | 45.0% | 62.7%-17.7pp | 69.0%-24.0pp | 71.3%-26.3pp |
| Annual return | 18.51% | 25.82%-7.3pp | 71.32%-52.8pp | 378.57%-360.1pp |
| Employer contribution / active EE | $521 | $808-35.5% | $1,984-73.7% | $2,148-75.7% |
| Participant deferral / active EE | $1,042 | $2,301-54.7% | $3,239-67.8% | $3,539-70.6% |
| Admin fee / account holder | $122 | $128-4.7% | $6,102-98.0% | $142-14.1% |