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| Provider | Service type | Compensation |
|---|---|---|
BB&T INSURANCE SERVICES2 years Service code 11 · EIN 56-1623293 PO BOX 14967 · GREENSBORO, NC 27409 | Actuarial | $15,975 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,627 |
BUTLER & BURKE LLP1 year Filed as: BUTLER & BURKE CPA, LLP Service code 10 100 CLUB OAKS COURT · WINSTON-SALEM, NC 27104 | Accounting | $6,150 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $5,230 |
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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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 9.51% | 9.03%+0.5pp | 90.61%-81.1pp | 9.29%+0.2pp |
| Employer contribution / active EE | $5,914 | $14,065-58.0% | $32,730-81.9% | $15,168-61.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |