Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 27 901 E. BYRD ST · RICHMOND, VA 23219 | Advisory (Plan) | $19,889 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,242 |
TRINITY PENSION GROUP, LLC5+ years Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $15,880 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $875 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,489 | $73,638-45.0% | $95,960-57.8% | $73,493-44.9% |
| Participation rate | 50.3% | 76.2%-25.9pp | 77.1%-26.8pp | 70.7%-20.4pp |
| Annual return | 11.64% | 16.78%-5.1pp | 91.63%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $748 | $1,863-59.9% | $2,541-70.6% | $2,270-67.1% |
| Participant deferral / active EE | $1,232 | $3,617-65.9% | $4,167-70.4% | $3,740-67.1% |
| Admin fee / account holder | $435 | $482-9.7% | $6,797-93.6% | $513-15.2% |