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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB AND T Service code 15 · EIN 56-1368984 | Recordkeeping | $0 |
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.
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 | $41,952 | $63,924-34.4% | $108,582-61.4% | $55,167-24.0% |
| Participation rate | 68.3% | 74.3%-6.1pp | 79.6%-11.3pp | 69.0%-0.7pp |
| Annual return | 6.90% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,483 | $3,067-51.6% | $4,311-65.6% | $3,054-51.4% |
| Admin fee / account holder | $135 | $618-78.2% | $7,645-98.2% | $504-73.2% |