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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $12,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,840 | $46,732-72.5% | $156,551-91.8% | $55,167-76.7% |
| Participation rate | 44.4% | 65.8%-21.4pp | 84.0%-39.6pp | 69.0%-24.6pp |
| Annual return | -2.35% | 17.72%-20.1pp | 32.23%-34.6pp | 169.23%-171.6pp |
| Employer contribution / active EE | $540 | $2,105-74.3% | $5,501-90.2% | $1,963-72.5% |
| Participant deferral / active EE | $651 | $2,204-70.5% | $4,871-86.6% | $3,054-78.7% |
| Admin fee / account holder | $266 | $418-36.3% | $13,028-98.0% | $504-47.1% |