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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $63,404 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,675 | $63,905-47.3% | $74,184-54.6% | $57,658-41.6% |
| Participation rate | 71.3% | 79.8%-8.4pp | 76.6%-5.3pp | 70.2%+1.1pp |
| Annual return | -2.66% | 60.60%-63.3pp | 17.74%-20.4pp | 5.13%-7.8pp |
| Employer contribution / active EE | $656 | $1,840-64.4% | $2,370-72.3% | $1,974-66.8% |
| Participant deferral / active EE | $1,741 | $3,448-49.5% | $3,550-51.0% | $3,061-43.1% |
| Admin fee / account holder | $135 | $91+48.3% | $5,586-97.6% | $95+42.9% |