Filed November 27, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $37,462 |
TREVOR STEWART BURTON & JACOBSEN1+ years Service code 52 · EIN 13-2791193 | Indirect Investment Fees | $7,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,845 | $46,360+29.1% | $147,617-59.5% | $52,331+14.4% |
| Participation rate | 92.7% | 64.9%+27.8pp | 84.6%+8.1pp | 68.1%+24.6pp |
| Annual return | -0.21% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,864 | $2,126-12.4% | $5,564-66.5% | $1,882-1.0% |
| Participant deferral / active EE | $2,598 | $2,258+15.1% | $4,895-46.9% | $3,022-14.0% |
| Admin fee / account holder | $337 | $766-55.9% | $11,612-97.1% | $592-43.0% |