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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $7,205 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,718 | $46,360-87.7% | $147,617-96.1% | $52,331-89.1% |
| Participation rate | 58.9% | 64.9%-6.1pp | 84.6%-25.7pp | 68.1%-9.2pp |
| Annual return | -1.29% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $260 | $2,258-88.5% | $4,895-94.7% | $3,022-91.4% |
| Admin fee / account holder | $49 | $766-93.6% | $11,612-99.6% | $592-91.7% |