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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $18,893 |
TORRILLO & ASSOCIATES, LLC3+ years Filed as: BOYER & RITTER LLC Service code 10 · EIN 23-1311005 | Accounting | $11,450 |
BB&T3+ years Service code 52 | Indirect Investment Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,824 | $31,424+4.5% | $81,473-59.7% | $69,631-52.9% |
| Participation rate | 18.0% | 50.8%-32.8pp | 68.0%-49.9pp | 70.7%-52.6pp |
| Annual return | 14.16% | 22.44%-8.3pp | 38.78%-24.6pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $211 | $1,029-79.4% | $2,568-91.8% | $2,032-89.6% |
| Participant deferral / active EE | $342 | $1,838-81.4% | $3,537-90.3% | $3,224-89.4% |
| Admin fee / account holder | $623 | $103+507.4% | $4,561-86.3% | $110+464.2% |