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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES LLC Service code 15 901 EAST BYRD STREET · RICHMOND, VA 23219 | Recordkeeping | $25,525 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,739 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,428 | $104,336-79.5% | $159,474-86.6% | $86,821-75.3% |
| Participation rate | 79.4% | 77.7%+1.7pp | 82.8%-3.5pp | 72.3%+7.1pp |
| Annual return | 21.87% | 26.32%-4.5pp | 263.68%-241.8pp | 97.94%-76.1pp |
| Employer contribution / active EE | $859 | $3,451-75.1% | $4,831-82.2% | $2,406-64.3% |
| Participant deferral / active EE | $2,191 | $6,837-68.0% | $7,353-70.2% | $4,132-47.0% |
| Admin fee / account holder | $148 | $172-14.3% | $10,802-98.6% | $170-13.0% |