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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $14,654 |
Employer 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 | $6,254 | $58,888-89.4% | $178,498-96.5% | $73,493-91.5% |
| Participation rate | 95.3% | 66.2%+29.1pp | 81.9%+13.4pp | 70.7%+24.7pp |
| Annual return | 24.08% | 24.86%-0.8pp | 151.09%-127.0pp | 28.51%-4.4pp |
| Employer contribution / active EE | $312 | $2,236-86.1% | $5,011-93.8% | $2,270-86.3% |
| Participant deferral / active EE | $817 | $2,568-68.2% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $75 | $400-81.2% | $13,985-99.5% | $513-85.4% |