Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $3,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,773 | $46,360-55.2% | $147,617-85.9% | $52,331-60.3% |
| Participation rate | 49.3% | 64.9%-15.6pp | 84.6%-35.3pp | 68.1%-18.8pp |
| Annual return | -0.91% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $683 | $2,126-67.9% | $5,564-87.7% | $1,882-63.7% |
| Participant deferral / active EE | $838 | $2,258-62.9% | $4,895-82.9% | $3,022-72.3% |
| Admin fee / account holder | $38 | $766-95.1% | $11,612-99.7% | $592-93.7% |