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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES LLC Service code 27 901 E BYRD ST · RICHMOND, VA 23219 | Advisory (Plan) | $21,524 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,469 |
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.
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 | $36,291 | $75,388-51.9% | $123,553-70.6% | $55,725-34.9% |
| Participation rate | 31.7% | 75.7%-44.0pp | 82.3%-50.6pp | 70.9%-39.2pp |
| Annual return | -3.16% | 4.48%-7.6pp | 119.21%-122.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,056 | $5,651-45.9% | $6,426-52.4% | $3,356-8.9% |
| Admin fee / account holder | $149 | $120+24.3% | $9,284-98.4% | $115+29.2% |