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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BB&T INSURANCE SERVICES, D/B/A SHDR Service code 11 · EIN 56-1623293 PO BOX 14967 · GREENSBORO, NC 27409 | Actuarial | $11,179 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $9,342 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -5.67% | -2.89%-2.8pp | -102.04%+96.4pp | 10.56%-16.2pp |
| Employer contribution / active EE | $6,647 | $14,715-54.8% | $36,232-81.7% | $13,643-51.3% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |