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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $20,068 |
PRONVEST1+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $11,534 |
BB&T1+ years Filed as: BB&T INSTL INVESTMENT ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $6,771 |
BB&T1+ years Service code 52 | Indirect Investment Fees | $0 |
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.)
Annual investment return 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.
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 | $25,476 | $57,108-55.4% | $94,224-73.0% | $52,331-51.3% |
| Participation rate | 87.8% | 72.9%+14.9pp | 78.8%+9.0pp | 68.1%+19.7pp |
| Annual return | -1.66% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,805 | $1,735+4.0% | $3,587-49.7% | $1,882-4.1% |
| Participant deferral / active EE | $847 | $3,040-72.2% | $4,320-80.4% | $3,022-72.0% |
| Admin fee / account holder | $322 | $546-41.0% | $6,269-94.9% | $592-45.5% |