Filed January 9, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $80,783 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $28,178 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD. · CHARLOTTESVILLE, VA 22963 | Contract Administrator | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,156 | $99,957-5.8% | $149,696-37.1% | $73,488+28.1% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 6.80% | 53.87%-47.1pp | 276.60%-269.8pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,968 | $3,191-38.3% | $4,644-57.6% | $2,270-13.3% |
| Participant deferral / active EE | $7,096 | $6,073+16.9% | $6,842+3.7% | $3,740+89.8% |
| Admin fee / account holder | $421 | $551-23.6% | $9,309-95.5% | $513-18.0% |