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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVI Service code 27 · EIN 57-0956597 | Advisory (Plan) | $17,737 |
Service code 10 · EIN 56-0571159 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,987 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $77,461 | $42,810+80.9% | $169,452-54.3% | $55,725+39.0% |
| Participation rate | 28.3% | 64.7%-36.4pp | 77.8%-49.5pp | 70.9%-42.6pp |
| Annual return | -2.68% | -3.61%+0.9pp | 1.83%-4.5pp | 244.93%-247.6pp |
| Employer contribution / active EE | $468 | $1,402-66.6% | $4,157-88.7% | $2,078-77.5% |
| Participant deferral / active EE | $1,130 | $3,141-64.0% | $5,277-78.6% | $3,356-66.3% |
| Admin fee / account holder | $347 | $106+225.9% | $9,110-96.2% | $115+201.2% |