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&T1+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $21,498 |
TORRILLO & ASSOCIATES, LLC1+ years Filed as: BOYER & RITTER LLC Service code 10 · EIN 23-1311005 | Accounting | $21,287 |
BB&T1+ years Service code 52 | Indirect Investment Fees | $0 |
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.)
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 | $25,987 | $27,330-4.9% | $67,704-61.6% | $55,191-52.9% |
| Participation rate | 19.9% | 47.5%-27.6pp | 67.5%-47.6pp | 69.2%-49.2pp |
| Annual return | -2.51% | 8.81%-11.3pp | 25.41%-27.9pp | 10.78%-13.3pp |
| Employer contribution / active EE | $258 | $855-69.8% | $2,559-89.9% | $1,899-86.4% |
| Participant deferral / active EE | $436 | $1,709-74.5% | $3,585-87.8% | $3,046-85.7% |
| Admin fee / account holder | $680 | $109+522.0% | $4,255-84.0% | $91+648.7% |