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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB&T INST INV ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $20,031 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $1,410 |
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 | $89,434 | $46,732+91.4% | $156,551-42.9% | $55,167+62.1% |
| Participation rate | 98.1% | 65.8%+32.3pp | 84.0%+14.1pp | 69.0%+29.1pp |
| Annual return | 8.52% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $10,284 | $2,105+388.5% | $5,501+86.9% | $1,963+424.0% |
| Participant deferral / active EE | $8,281 | $2,204+275.7% | $4,871+70.0% | $3,054+171.1% |
| Admin fee / account holder | $101 | $418-75.9% | $13,028-99.2% | $504-80.0% |