Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Service code 16 · EIN 56-1368984 | Consulting | $24,777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,497 | $62,132+116.5% | $185,823-27.6% | $73,488+83.0% |
| Participation rate | 79.0% | 67.8%+11.2pp | 78.0%+1.0pp | 70.7%+8.4pp |
| Annual return | 14.85% | 20.44%-5.6pp | 35.95%-21.1pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,812 | $1,681+245.7% | $4,087+42.2% | $2,270+156.0% |
| Participant deferral / active EE | $8,717 | $3,711+134.9% | $5,632+54.8% | $3,740+133.1% |
| Admin fee / account holder | $268 | $419-36.1% | $9,500-97.2% | $513-47.8% |