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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Service code 16 · EIN 56-1368984 | Consulting | $23,474 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,562 | $81,474-29.3% | $133,959-57.0% | $73,493-21.7% |
| Participation rate | 37.4% | 76.4%-39.0pp | 79.8%-42.5pp | 70.7%-33.3pp |
| Annual return | 13.92% | 19.40%-5.5pp | 45.09%-31.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $887 | $2,209-59.8% | $3,919-77.4% | $2,270-60.9% |
| Participant deferral / active EE | $1,395 | $3,786-63.2% | $5,047-72.4% | $3,740-62.7% |
| Admin fee / account holder | $279 | $713-60.8% | $8,928-96.9% | $513-45.5% |