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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $381 |
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 | $2,303 | $56,197-95.9% | $67,652-96.6% | $59,633-96.1% |
| Participation rate | 67.1% | 71.5%-4.4pp | 75.7%-8.6pp | 68.7%-1.6pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $415 | $1,615-74.3% | $2,266-81.7% | $2,203-81.2% |
| Participant deferral / active EE | $716 | $2,844-74.8% | $3,560-79.9% | $3,192-77.6% |
| Admin fee / account holder | $6 | $3,958-99.9% | $4,821-99.9% | $4,297-99.9% |