See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $23,641 |
Filed as: BERNARD ROBINSON & CO. LLP Service code 10 1501 HIGHWOODS BLVD · GREENSBORO, NC 27410 | Accounting | $11,500 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,971 |
BB&T1 year Service code 21 · EIN 56-1368984 | Bank Trustee | $5,557 |
BB&T IIA3 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $3,262 |
SUNTRUST BANKS, INC.3 years Filed as: BRANCH BANKING TRUST Service code 26 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,613 | $60,607-56.1% | $189,557-86.0% | $86,799-69.3% |
| Participation rate | 80.5% | 68.9%+11.6pp | 78.4%+2.1pp | 72.3%+8.2pp |
| Annual return | 12.24% | 65.18%-52.9pp | 64.17%-51.9pp | 97.91%-85.7pp |
| Employer contribution / active EE | $832 | $1,626-48.8% | $4,412-81.1% | $2,405-65.4% |
| Participant deferral / active EE | $1,529 | $3,895-60.7% | $6,174-75.2% | $4,131-63.0% |
| Admin fee / account holder | $136 | $159-14.6% | $9,807-98.6% | $170-20.0% |