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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $17,878 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $510 |
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.)
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 | $40,566 | $54,573-25.7% | $90,965-55.4% | $73,493-44.8% |
| Participation rate | 15.3% | 61.2%-45.9pp | 69.0%-53.7pp | 70.7%-55.4pp |
| Annual return | 11.98% | 16.69%-4.7pp | 134.57%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $306 | $991-69.1% | $2,122-85.6% | $2,270-86.5% |
| Participant deferral / active EE | $455 | $2,517-81.9% | $3,373-86.5% | $3,740-87.8% |
| Admin fee / account holder | $344 | $521-34.0% | $5,960-94.2% | $513-33.0% |