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| Provider | Service type | Compensation |
|---|---|---|
BB&T6+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $16,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,416 | $73,638+39.1% | $95,964+6.7% | $73,497+39.3% |
| Participation rate | 47.7% | 76.2%-28.4pp | 77.1%-29.4pp | 70.7%-23.0pp |
| Annual return | 17.81% | 16.78%+1.0pp | 91.64%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,350 | $3,617-62.7% | $4,167-67.6% | $3,740-63.9% |
| Admin fee / account holder | $428 | $482-11.3% | $6,797-93.7% | $513-16.6% |