Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $1,220 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,790 | $75,183-43.1% | $123,894-65.5% | $55,167-22.4% |
| Participation rate | 59.3% | 72.8%-13.5pp | 81.4%-22.1pp | 69.0%-9.7pp |
| Annual return | 10.02% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $248 | $2,823-91.2% | $4,617-94.6% | $1,963-87.4% |
| Participant deferral / active EE | $2,481 | $5,084-51.2% | $5,984-58.5% | $3,054-18.8% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.1% |