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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $29,792 |
KOSITZKA, WICKS AND COMPANY1+ years Service code 10 · EIN 54-1342298 | Accounting | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $29,791 | $50,464-41.0% | $75,784-60.7% | $52,331-43.1% |
| Participation rate | 26.7% | 66.8%-40.1pp | 75.8%-49.2pp | 68.1%-41.4pp |
| Annual return | -1.02% | 1.03%-2.1pp | 9.68%-10.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $368 | $1,103-66.7% | $5,300-93.1% | $592-37.9% |