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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Service code 25 · EIN 31-0966785 | Directed Trustee | $52,151 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 20.64% | 14.20%+6.4pp | 11.12%+9.5pp | 23.90%-3.3pp |
| Employer contribution / active EE | $2,778 | $28,371-90.2% | $22,651-87.7% | $16,539-83.2% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |