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| Provider | Service type | Compensation |
|---|---|---|
BB&T6+ years Service code 25 · EIN 56-1074313 | Directed Trustee | $29,121 |
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Annual investment return 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 10.08% | 14.11%-4.0pp | 8.35%+1.7pp | 11.45%-1.4pp |
| Employer contribution / active EE | $15,111 | $29,055-48.0% | $27,010-44.1% | $17,219-12.2% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |