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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $19,523 |
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 | $18,718 | $69,305-73.0% | $82,313-77.3% | $69,631-73.1% |
| Participation rate | 46.7% | 80.3%-33.5pp | 76.9%-30.2pp | 70.7%-23.9pp |
| Annual return | 14.57% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $589 | $1,887-68.8% | $2,428-75.8% | $2,032-71.0% |
| Participant deferral / active EE | $652 | $3,568-81.7% | $3,706-82.4% | $3,224-79.8% |
| Admin fee / account holder | $126 | $97+29.6% | $5,608-97.8% | $110+14.1% |