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| Provider | Service type | Compensation |
|---|---|---|
BB&T6+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $8,792 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $450 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,241 | $58,879-72.4% | $178,490-90.9% | $73,488-77.9% |
| Participation rate | 29.9% | 66.2%-36.3pp | 81.9%-52.0pp | 70.7%-40.8pp |
| Annual return | 13.52% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $397 | $2,567-84.6% | $5,202-92.4% | $3,740-89.4% |
| Admin fee / account holder | $178 | $400-55.6% | $13,984-98.7% | $513-65.4% |