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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES LLC Service code 27 901 E BYRD ST · RICHMOND, VA 23219 | Advisory (Plan) | $25,892 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,601 |
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 | $53,341 | $100,801-47.1% | $149,730-64.4% | $73,412-27.3% |
| Participation rate | 37.0% | 77.7%-40.7pp | 82.5%-45.5pp | 72.2%-35.2pp |
| Annual return | 21.94% | 265.34%-243.4pp | 276.70%-254.8pp | 59.30%-37.4pp |
| Employer contribution / active EE | $3 | $3,312-99.9% | $4,645-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $3,625 | $6,404-43.4% | $6,843-47.0% | $3,806-4.7% |
| Admin fee / account holder | $232 | $181+28.1% | $9,310-97.5% | $158+46.7% |